Superior Planning, LLC’s California Resources CRC Stock Holding History

Superior Planning, LLC’s Portfolio CRC Stock Details CRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$254	Buy	+5	New	+$265	﹤0.01%	2009

Other funds holding CRC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Superior Planning, LLC's CRC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in California Resources (CRC) in Q3 2026: 5 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings.

218 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

Superior Planning, LLC held 5 shares of California Resources worth $254 as of Q3 2026.
California Resources was a new Superior Planning, LLC position in Q3 2026.
California Resources made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2009 holding.
218 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.