Wellington Group (CHRD) discloses 5.63% beneficial stake in Chord Energy
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.
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Key Figures
Shares beneficially owned: 3,167,824 shares
Percent of class owned: 5.63 %
Shared voting power: 2,404,091 shares
+3 more
6 metrics
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
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
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.
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.
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.