PFC
CHRD icon

Phocas Financial Corp’s Chord Energy CHRD Stock Holding History

Phocas Financial Corp’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 		$7.61M Sell
53,531
-18,622
-26% -$2.03M 1.2% 19
2025
Q4 		$6.69M Buy
72,153
+12,356
+21% +$1.15M 0.87% 49
2025
Q3 		$5.94M Buy
59,797
+20,245
+51% +$2.13M 0.77% 60
2025
Q2 		$3.83M Buy
39,552
+9,357
+31% +$891K 0.55% 74
2025
Q1 		$3.4M Sell
30,195
-2,056
-6% -$234K 0.52% 80
2024
Q4 		$3.77M Sell
32,251
-333
-1% -$41.9K 0.5% 86
2024
Q3 		$4.24K Sell
32,584
-2,368
-7% -$363K 0.02% 96
2024
Q2 		$5.86K Sell
34,952
-764
-2% -$136K 0.02% 84
2024
Q1 		$6.37K Sell
35,716
-1,146
-3% -$184K 0.03% 79
2023
Q4 		$6.13M Buy
36,862
+426
+1% +$69.7K 0.81% 58
2023
Q3 		$5.91M Sell
36,436
-5,083
-12% -$797K 0.86% 48
2023
Q2 		$6.39M Buy
+41,519
New +$6.02M 0.87% 42

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