STOCK TITAN

Wellington Group (CHRD) discloses 5.63% beneficial stake in Chord Energy

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Chord Energy Corporation’s common stock is the subject of an amended Schedule 13G filing by Wellington Management Group LLP and related entities. The group reports beneficial ownership of 3,167,824 shares of Chord Energy common stock, representing 5.63% of the outstanding class.

The filing shows no sole voting or dispositive power, with shared voting power over 2,404,091 shares and shared dispositive power over 3,167,815 shares through investment adviser affiliates. The shares are owned of record by Wellington clients, who are entitled to dividends and sale proceeds, and no individual client is reported to hold more than five percent of the class.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 3,167,824 shares Chord Energy common stock reported by Wellington group
Percent of class owned 5.63 % Beneficial ownership of Chord Energy common stock
Shared voting power 2,404,091 shares Shares over which Wellington group has shared voting power
Shared dispositive power 3,167,815 shares Shares over which Wellington group has shared dispositive power
Sole voting power 0 shares No shares with sole voting power reported
Sole dispositive power 0 shares No shares with sole dispositive power reported
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 2,404,091.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 3,167,815.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP"

FAQ

What percentage of Chord Energy (CHRD) does Wellington report owning in this Schedule 13G/A?

Wellington and its related entities report beneficial ownership of 5.63% of Chord Energy’s common stock, corresponding to 3,167,824 shares held for clients of Wellington investment advisers.

How many Chord Energy (CHRD) shares are beneficially owned by Wellington’s group?

The group reports beneficial ownership of 3,167,824 Chord Energy common shares. These securities are held of record by clients of one or more Wellington investment advisers, which are controlled within the Wellington ownership structure.

Does Wellington have sole or shared voting power over its CHRD holdings?

The filing states 0 shares with sole voting power and 2,404,091 shares with shared voting power. Voting authority is exercised through Wellington’s investment adviser affiliates on behalf of their underlying clients.

What dispositive power does Wellington report over Chord Energy (CHRD) shares?

Wellington reports 0 shares with sole dispositive power and 3,167,815 shares with shared dispositive power. Dispositive authority is held through Wellington investment advisers acting for their clients’ accounts.

Are any single Wellington clients reported to own over 5% of Chord Energy (CHRD)?

No. The filing states that no client is known to have the right to dividends or sale proceeds with respect to more than five percent of the Chord Energy common stock outstanding.

Which Wellington entities are listed as reporting persons for this CHRD Schedule 13G/A?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, all within the Wellington ownership and control structure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





674215207

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026