What smart money is saying about Chord Energy Corporation
2 funds in our archive have pitched Chord Energy Corporation, most recently Argent Mid Cap Strategy in September 2026.
As an independent enterprise, Chord Energy Corporation specializes in the exploration and production of hydrocarbon resources. Its core activities include the sourcing, development, and recovery of crude oil, natural gas, and natural gas liquids, with all operations concentrated within the Williston Basin. This company was established in 2007 and bases its operations from its headquarters in Houston, Texas.
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Position history
Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Chord Energy Corporation, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- September 2026
“We added to our position in Chord Energy, a leading oil and natural gas producer focused on the Williston Basin and Bakken formation, where it controls more than 1.3 million net acres and a large inventory of economically attractive drilling locations.”
Chord Energy Corporation - TrimmedPalm Valley CMMarch 2026
“The Fund’s top contributors in the first quarter were Chord Energy (ticker: CHRD), Heartland Express (ticker: HTLD), and Farmland Partners (ticker: FPI). Chord Energy is an exploration and production (E&P) company focused on the Williston Basin. Like many in the industry, its shares moved higher in March alongside rising oil prices. Operationally, the company continues to perform well, with production and cash flow exceeding expectations for most of 2025. Chord has also improved its cost structure by extending drilling laterals, which has lowered its oil break-even price and improved its competitiveness relative to other basins. With a conservative balance sheet (debt-to-EBITDA of approximately 0.6x) and another year of solid free cash flow expected, we believe Chord is well positioned to continue returning capital to shareholders through above-average dividends (current yield 3.7%) and ongoing share repurchases. While we’re optimistic about Chord’s future, we trimmed our position during the quarter as the stock price approached our estimated value of its oil reserves.”
Chord Energy Corporation
Fund coverage · 2 theses
- Argent Mid Cap StrategySeptember 2026
Chord Energy offers attractive free cash flow generation from its Williston Basin assets, disciplined capital allocation, and an appealing valuation.
Read the full thesis - Palm ValleyJune 2025
Chord Energy is an attractively priced exploration and production company with strong cash flow, low-cost oil reserves, and a solid balance sheet, poised for continued dividend payments and stock buybacks.
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