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Planning Strategies Inc.’s Chord Energy CHRD Stock Holding History

Planning Strategies Inc.’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 		$572 Buy
+5
New +$678 ﹤0.01% 836

Other funds holding CHRD

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RAM
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WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
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Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s CHRD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Chord Energy (CHRD) in Q2 2026: 5 shares worth $572. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

117 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Planning Strategies Inc. held 5 shares of Chord Energy worth $572 as of Q2 2026.
  • Chord Energy was a new Planning Strategies Inc. position in Q2 2026.
  • Chord Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #836 holding.
  • 117 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.