Position in CHRD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,748,147
-$1,862,890 QoQ
Shares Held
50,290
-6.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#98
of 516 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CHRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Phocas Financial Corp. holds $19,644,919 across 5 Oil & Gas E&P names. CHRD ranks #1 (29.3% of the industry book) .
All Filings in CHRD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,748,147 | 50,290 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,611,037 | 53,531 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,688,583 | 72,153 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,942,027 | 59,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,830,611 | 39,552 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,403,580 | 30,195 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,770,786 | 32,251 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $4,243,414 | 32,584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,860,751 | 34,952 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,366,019 | 35,716 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,127,570 | 36,862 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,905,182 | 36,436 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,385,622 | 41,519 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||