Integrated Wealth Concepts LLC

Position in CHRD — Chord Energy Corp

CIK 1737109 WALTHAM, MA

Position in CHRD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,680,849

+$974,333 QoQ

Shares Held

32,922

-17.7% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $49,009,199 across 21 Oil & Gas E&P names. CHRD ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	74,612	$14,757,507
2	COP	Conocophillips	46,370	$6,120,840
3	CHRD	Chord Energy Corp This page	32,922	$4,680,849
4	OXY	Occidental Petroleum Corp /De/	68,258	$4,436,770
5	TPL	Texas Pacific Land Corp	8,337	$3,956,406
6	DVN	Devon Energy Corp/De	57,077	$2,872,114
7	EOG	Eog Resources Inc	13,351	$1,930,154
8	APA	APA Corp	45,241	$1,920,028

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,680,849	32,922	-17.7%	Shares	Other	2026-05-15
2025-12-31	$3,706,516	39,984	+5.2%	Shares	Other	2026-02-13
2025-09-30	$3,776,656	38,006	-5.7%	Shares	Other	2025-11-14
2025-06-30	$3,903,539	40,305	+25.7%	Shares	Other	2025-08-14
2025-03-31	$3,615,043	32,071	+115.1%	Shares	Other	2025-05-15
2024-06-30	$2,499,941	14,909	+10.0%	Shares	Sole	2024-08-14
2024-03-31	$2,416,399	13,557	+44.9%	Shares	Sole	2024-05-15
2023-12-31	$1,555,081	9,355	+18.7%	Shares	Sole	2024-02-13
2023-09-30	$1,277,435	7,882	+97.1%	Shares	Sole	2023-11-15
2023-06-30	$614,892	3,998	-51.2%	Shares	Sole	2023-08-15
2023-03-31	$1,103,585	8,199	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.