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WBI Investments’s Chord Energy CHRD Stock Holding History

WBI Investments’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 		$293K Buy
+2,567
New +$348K 0.07% 249
2023
Q4 		– Sell
-1,270
Closed -$206K – 207
2023
Q3 		$206K Buy
+1,270
New +$199K 0.04% 175

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

WBI Investments's CHRD Position: Q2 2026 in Review

WBI Investments opened a new position in Chord Energy (CHRD) in Q2 2026: 2,567 shares worth $293K. The stake represents 0.07% of the portfolio and ranks #249 among its holdings. This is a return to the name: WBI Investments previously reported a position in CHRD as recently as Q3 2023.

WBI Investments first reported a position in CHRD in Q3 2023 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • WBI Investments held 2,567 shares of Chord Energy worth $293K as of Q2 2026.
  • Chord Energy was a new WBI Investments position in Q2 2026.
  • Chord Energy made up 0.07% of WBI Investments's portfolio in Q2 2026, its #249 holding.
  • WBI Investments first reported a position in Chord Energy in Q3 2023 and has held it in 2 quarters since.
  • 518 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.