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TFC Financial Management’s Chord Energy CHRD Stock Holding History

TFC Financial Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$497 – 978
2025
Q3 		$497 Hold
5
– – ﹤0.01% 721
2025
Q2 		$485 Buy
5
+1
+25% +$95 ﹤0.01% 688
2025
Q1 		$451 Buy
+4
New +$454 ﹤0.01% 661

Other funds holding CHRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFC Financial Management's CHRD Position: Q4 2025 in Review

TFC Financial Management sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 5 shares — an estimated $497 sold.

TFC Financial Management first reported a position in CHRD in Q1 2025 and held it in 3 quarters. The position peaked at $497 in Q3 2025. 420 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

  • TFC Financial Management reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 5 Chord Energy shares in Q4 2025, an estimated $497.
  • TFC Financial Management first reported a position in Chord Energy in Q1 2025 and held it in 3 quarters.
  • TFC Financial Management's Chord Energy position peaked at $497 in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.