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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return