STOCK TITAN

Invesco Ltd. (CHRD) reports 5.0% beneficial ownership in Chord Energy

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Invesco Ltd., a Bermuda-based asset manager, reports beneficial ownership of 2,817,980 shares of Chord Energy Corp common stock, representing 5.0% of the class as of June 30, 2026. These shares are held of record by clients of Invesco’s investment adviser subsidiaries.

Invesco has sole voting power over 2,777,508 shares and sole dispositive power over 2,817,980 shares, with no shared voting or dispositive power. No individual client is stated to have more than 5% economic ownership of the securities. The report identifies several Invesco advisory subsidiaries, including Invesco Advisers, Inc. and Invesco Asset Management Limited, as entities through which the position is held.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 2,817,980 shares Shares of Chord Energy Corp beneficially owned by Invesco Ltd.
Percent of class 5.0% Portion of Chord Energy Corp common stock class attributed to Invesco Ltd.
Sole voting power 2,777,508 shares Shares over which Invesco Ltd. has sole power to vote or direct the vote
Sole dispositive power 2,817,980 shares Shares over which Invesco Ltd. has sole power to dispose or direct disposition
Shared voting power 0 shares Shares with shared power to vote or direct the vote
Shared dispositive power 0 shares Shares with shared power to dispose or direct disposition
beneficially own financial
"may be deemed to beneficially own 2,817,980 shares of the Issuer"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
sole voting power financial
"Sole power to vote or to direct the vote: 2,777,508"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,817,980"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
parent holding company financial
"Invesco Ltd., in its capacity as a parent holding company"
economic ownership financial
"No one person has greater than 5% economic ownership in the securities"

FAQ

What percentage of Chord Energy Corp (CHRD) does Invesco Ltd. report owning?

Invesco Ltd. reports beneficial ownership of 5.0% of Chord Energy Corp’s common stock. This percentage is based on 2,817,980 shares held for clients of its investment advisory subsidiaries.

How many CHRD shares does Invesco Ltd. report beneficially owning?

Invesco Ltd. may be deemed to beneficially own 2,817,980 shares of Chord Energy Corp common stock. These shares are held of record by clients of Invesco’s investment adviser subsidiaries, rather than directly by Invesco.

What voting power does Invesco Ltd. have over its CHRD holdings?

Invesco Ltd. reports sole voting power over 2,777,508 shares of Chord Energy Corp and no shared voting power. It also has sole dispositive power over 2,817,980 shares, with no shared dispositive power.

Do any individual Invesco clients own more than 5% of CHRD?

No. The filing states that no one person has greater than 5% economic ownership of the Chord Energy Corp securities. The relevant Invesco clients, as holders of record, receive dividends and sale proceeds on the reported shares.

Which Invesco subsidiaries are linked to the CHRD position in this Schedule 13G?

The filing identifies several Invesco subsidiaries, including Invesco Advisers, Inc., Invesco Asset Management Limited, Invesco Investment Advisers LLC, and Invesco Capital Management LLC, as entities through which the reported CHRD securities are held.

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



Invesco Ltd.
Signature:Robert R. Leveille
Name/Title:Global Head of Compliance
Date:08/12/2026