WT
CHRD icon

Whittier Trust’s Chord Energy CHRD Stock Holding History

Whittier Trust’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
2024
Q3 		– Sell
-36
Closed -$6.04K – 1551
2024
Q2 		$6.04K Buy
+36
New +$6.39K ﹤0.01% 1324
2019
Q2 		– Sell
-85
Closed -$1K – 1386
2019
Q1 		$1K Buy
+85
New +$509 ﹤0.01% 1257
2015
Q4 		– Sell
-19,765
Closed -$172K – 1194
2015
Q3 		$172K Hold
19,765
– – 0.01% 477
2015
Q2 		$313K Hold
19,765
– – 0.01% 418
2015
Q1 		$281K Sell
19,765
-4
-0% -$59 0.01% 422
2014
Q4 		$327K Hold
19,769
– – 0.02% 379
2014
Q3 		$827K Hold
19,769
– – 0.04% 276
2014
Q2 		$1.1M Hold
19,769
– – 0.05% 230
2014
Q1 		$825K Hold
19,769
– – 0.04% 267
2013
Q4 		$929K Hold
19,769
– – 0.05% 251
2013
Q3 		$971K Hold
19,769
– – 0.05% 244
2013
Q2 		$768K Buy
+19,769
New +$733K 0.04% 264

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return