UBS Group
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UBS Group’s Chord Energy CHRD Stock Holding History

UBS Group’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
2018
Q1 		– Sell
-1,300
Closed -$11K – 7833
2017
Q4 		$11K Hold
1,300
– – ﹤0.01% 6948
2017
Q3 		$12K Buy
+1,300
New +$10.2K ﹤0.01% 6770
2015
Q3 		– Sell
-117,300
Closed -$1.86M – 8425
2015
Q2 		$1.86M Buy
117,300
+4,300
+4% +$72.4K ﹤0.01% 3048
2015
Q1 		$1.61M Buy
113,000
+49,800
+79% +$731K ﹤0.01% 3135
2014
Q4 		$1.05M Buy
+63,200
New +$1.57M ﹤0.01% 3532

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's CHRD Position: Q1 2026 in Review

UBS Group increased its Chord Energy (CHRD) stake by 74% in Q1 2026, buying an estimated $51.8M and bringing the position to 1,119,274 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #733.

UBS Group first reported a position in CHRD in Q4 2014 and has held it in 46 quarters since. 493 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • UBS Group held 1,119,274 shares of Chord Energy worth $159M as of Q1 2026.
  • UBS Group bought 474,793 Chord Energy shares in Q1 2026, an estimated $51.8M.
  • Chord Energy made up 0.02% of UBS Group's portfolio in Q1 2026, its #733 holding.
  • UBS Group first reported a position in Chord Energy in Q4 2014 and has held it in 46 quarters since.
  • 493 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.