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Transamerica Financial Advisors’s Chord Energy CHRD Stock Holding History

Transamerica Financial Advisors’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
2026
Q2 		$76K Buy
664
+90
+16% +$12.2K 0.01% 637
2026
Q1 		$81.6K Buy
574
+334
+139% +$36.4K 0.01% 569
2025
Q4 		$22.2K Buy
240
+119
+98% +$11K ﹤0.01% 695
2025
Q3 		$12K Buy
+121
New +$12.7K ﹤0.01% 697

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Transamerica Financial Advisors's CHRD Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Chord Energy (CHRD) stake by 16% in Q2 2026, buying an estimated $12.2K and bringing the position to 664 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #637.

Transamerica Financial Advisors first reported a position in CHRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.6K in Q1 2026. 514 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Transamerica Financial Advisors held 664 shares of Chord Energy worth $76K as of Q2 2026.
  • Transamerica Financial Advisors bought 90 Chord Energy shares in Q2 2026, an estimated $12.2K.
  • Chord Energy made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #637 holding.
  • Transamerica Financial Advisors first reported a position in Chord Energy in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Chord Energy position peaked at $81.6K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.