Position in CHRD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,857,487
+$103,390 QoQ
Shares Held
33,749
+27.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#113
of 513 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $67,715,666 across 12 Oil & Gas E&P names. CHRD ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
184,299 | $23,909,074 | |
| 2 | APA |
APA Corp
|
718,044 | $23,386,655 | |
| 3 | COP |
Conocophillips
|
72,929 | $7,581,674 | |
| 4 | CHRD |
Chord Energy Corp
This page
|
33,749 | $3,857,487 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
73,437 | $3,566,814 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
9,271 | $1,629,646 | |
| 7 | DVN |
Devon Energy Corp/De
|
29,021 | $1,199,129 | |
| 8 | TPL |
Texas Pacific Land Corp
|
2,130 | $932,162 |
All Filings in CHRD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,857,487 | 33,749 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,754,097 | 26,404 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,291,804 | 24,723 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,426,496 | 24,419 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,249,910 | 23,231 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,460,101 | 21,825 | Shares | Other | 2025-05-06 | |
| 2023-09-30 | $1,275,652 | 7,871 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||