Position in CHRD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$221,856
-$70,323 QoQ
Shares Held
1,941
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#350
of 513 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CHRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,393,316 across 8 Oil & Gas E&P names. CHRD ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,774 | $1,120,065 | |
| 2 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
15,056 | $594,712 | |
| 3 | EOG |
Eog Resources Inc
|
3,296 | $427,590 | |
| 4 | MTDR |
Matador Resources Co
|
6,417 | $319,438 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
2,975 | $271,290 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,301 | $228,689 | |
| 7 | CHRD |
Chord Energy Corp
This page
|
1,941 | $221,856 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
4,317 | $209,676 |
All Filings in CHRD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,856 | 1,941 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,179 | 2,055 | Shares | Sole | 2026-04-30 | |
| 2024-09-30 | $350,188 | 2,689 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $425,571 | 2,538 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $520,282 | 2,919 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $465,942 | 2,803 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $423,002 | 2,610 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $365,582 | 2,377 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $314,291 | 2,335 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $327,796 | 2,396 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $316,212 | 2,312 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $315,073 | 2,590 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $405,836 | 2,774 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $333,495 | 2,647 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $265,550 | 2,671 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $252,279 | 2,509 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||