PWM
CHRD icon

Perigon Wealth Management’s Chord Energy CHRD Stock Holding History

Perigon Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,852
Closed -$2.21M – 1313
2025
Q4 		$2.21M Sell
23,852
-4,949
-17% -$459K 0.04% 350
2025
Q3 		$2.86M Sell
28,801
-6,485
-18% -$682K 0.06% 281
2025
Q2 		$3.42M Sell
35,286
-356
-1% -$33.9K 0.08% 240
2025
Q1 		$4.02M Buy
35,642
+12,925
+57% +$1.47M 0.1% 193
2024
Q4 		$2.87M Buy
22,717
+157
+0.7% +$19.7K 0.07% 253
2024
Q3 		$2.94M Buy
+22,560
New +$3.46M 0.08% 233

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's CHRD Position: Q1 2026 in Review

Perigon Wealth Management sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 23,852 shares — an estimated $2.21M sold.

Perigon Wealth Management first reported a position in CHRD in Q3 2024 and held it in 6 quarters. The position peaked at $4.02M in Q1 2025. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Perigon Wealth Management reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 23,852 Chord Energy shares in Q1 2026, an estimated $2.21M.
  • Perigon Wealth Management first reported a position in Chord Energy in Q3 2024 and held it in 6 quarters.
  • Perigon Wealth Management's Chord Energy position peaked at $4.02M in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.