ZRP
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Zynergy Retirement Planning’s Chord Energy CHRD Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-13
Closed -$1.52K – 40
2025
Q1 		$1.52K Buy
+13
New +$1.48K ﹤0.01% 104

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Zynergy Retirement Planning's CHRD Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Chord Energy (CHRD) in Q2 2025, closing a stake of 13 shares — an estimated $1.52K sold.

Zynergy Retirement Planning first reported a position in CHRD in Q1 2025 and held it in 1 quarter. The position peaked at $1.52K in Q1 2025. 440 funds tracked by Wall St. Rank hold CHRD as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Chord Energy position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 13 Chord Energy shares in Q2 2025, an estimated $1.52K.
  • Zynergy Retirement Planning first reported a position in Chord Energy in Q1 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's Chord Energy position peaked at $1.52K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.