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Westwood Holdings Group’s Chord Energy CHRD Stock Holding History

Westwood Holdings 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
2026
Q2 		$18.9M Buy
165,181
+8,545
+5% +$1.16M 0.14% 205
2026
Q1 		$22.3M Sell
156,636
-76,412
-33% -$8.33M 0.16% 191
2025
Q4 		$21.6M Buy
233,048
+19,011
+9% +$1.76M 0.18% 183
2025
Q3 		$21.3M Sell
214,037
-643
-0.3% -$67.6K 0.15% 182
2025
Q2 		$20.8M Buy
214,680
+39,980
+23% +$3.81M 0.15% 181
2025
Q1 		$19.7M Sell
174,700
-85,907
-33% -$9.76M 0.15% 167
2024
Q4 		$30.5M Buy
260,607
+26,743
+11% +$3.36M 0.23% 138
2024
Q3 		$30.5M Buy
233,864
+96,686
+70% +$14.8M 0.13% 178
2024
Q2 		$23M Sell
137,178
-233
-0.2% -$41.3K 0.11% 190
2024
Q1 		$24.5M Buy
137,411
+30,077
+28% +$4.84M 0.19% 155
2023
Q4 		$17.8M Buy
107,334
+5,032
+5% +$823K 0.15% 165
2023
Q3 		$16.6M Sell
102,302
-210,516
-67% -$33M 0.15% 157
2023
Q2 		$48.1M Sell
312,818
-255,027
-45% -$37M 0.43% 99
2023
Q1 		$76.4M Buy
567,845
+128,558
+29% +$17.5M 0.69% 42
2022
Q4 		$60.1M Buy
439,287
+22,429
+5% +$3.29M 0.53% 74
2022
Q3 		$57M Buy
+416,858
New +$53.5M 0.67% 57
2022
Q1 		– Sell
-8,745
Closed -$1.1M – 456
2021
Q4 		$1.1M Buy
8,745
+98
+1% +$11.6K 0.01% 345
2021
Q3 		$860K Sell
8,647
-1,168
-12% -$107K 0.01% 353
2021
Q2 		$987K Buy
9,815
+189
+2% +$15.6K 0.01% 343
2021
Q1 		$572K Buy
+9,626
New +$489K 0.01% 370
2015
Q1 		– Sell
-1,817,142
Closed -$30.1M – 322
2014
Q4 		$30.1M Sell
1,817,142
-62,439
-3% -$1.55M 0.23% 136
2014
Q3 		$78.6M Sell
1,879,581
-83,308
-4% -$4.14M 0.62% 62
2014
Q2 		$110M Sell
1,962,889
-328,649
-14% -$15.9M 0.81% 43
2014
Q1 		$95.6M Buy
2,291,538
+285,492
+14% +$12.1M 0.74% 49
2013
Q4 		$94.2M Buy
2,006,046
+1,660,339
+480% +$82.4M 0.72% 51
2013
Q3 		$17M Buy
345,707
+313,707
+980% +$13.2M 0.14% 139
2013
Q2 		$1.24M Buy
+32,000
New +$1.19M 0.01% 290

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

Westwood Holdings Group's CHRD Position: Q2 2026 in Review

Westwood Holdings Group increased its Chord Energy (CHRD) stake by 5.5% in Q2 2026, buying an estimated $1.16M and bringing the position to 165,181 shares worth $18.9M. The position accounts for 0.14% of the portfolio, ranked #205.

Westwood Holdings Group first reported a position in CHRD in Q2 2013 and has held it in 27 quarters since. The position peaked at $110M in Q2 2014. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Westwood Holdings Group held 165,181 shares of Chord Energy worth $18.9M as of Q2 2026.
  • Westwood Holdings Group bought 8,545 Chord Energy shares in Q2 2026, an estimated $1.16M.
  • Chord Energy made up 0.14% of Westwood Holdings Group's portfolio in Q2 2026, its #205 holding.
  • Westwood Holdings Group first reported a position in Chord Energy in Q2 2013 and has held it in 27 quarters since.
  • Westwood Holdings Group's Chord Energy position peaked at $110M in Q2 2014.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.