AWM
CRC icon

Abound Wealth Management’s California Resources CRC Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-4
Closed -$277 – 1414
2026
Q1 		$277 Hold
4
– – ﹤0.01% 1143
2025
Q4 		$179 Hold
4
– – ﹤0.01% 1221
2025
Q3 		$213 Hold
4
– – ﹤0.01% 1098
2025
Q2 		$183 Hold
4
– – ﹤0.01% 1070
2025
Q1 		$176 Hold
4
– – ﹤0.01% 1036
2024
Q4 		$208 Hold
4
– – ﹤0.01% 1049
2024
Q3 		$210 Sell
4
-4
-50% -$202 ﹤0.01% 1133
2024
Q2 		$426 Hold
8
– – ﹤0.01% 879
2024
Q1 		$441 Hold
8
– – ﹤0.01% 937
2023
Q4 		$438 Buy
+8
New +$421 ﹤0.01% 981

Other funds holding CRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Abound Wealth Management's CRC Position: Q2 2026 in Review

Abound Wealth Management sold out of California Resources (CRC) in Q2 2026, closing a stake of 4 shares — an estimated $277 sold.

Abound Wealth Management first reported a position in CRC in Q4 2023 and held it in 10 quarters. The position peaked at $441 in Q1 2024. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Abound Wealth Management reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 California Resources shares in Q2 2026, an estimated $277.
  • Abound Wealth Management first reported a position in California Resources in Q4 2023 and held it in 10 quarters.
  • Abound Wealth Management's California Resources position peaked at $441 in Q1 2024.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.