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Allworth Financial’s California Resources CRC Stock Holding History

Allworth Financial’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 		$13.5K Sell
256
-58
-18% -$3.57K ﹤0.01% 3505
2026
Q1 		$21.7K Sell
314
-1
-0.3% -$57 ﹤0.01% 2934
2025
Q4 		$14.1K Sell
315
-465
-60% -$22.1K ﹤0.01% 3025
2025
Q3 		$41.5K Buy
780
+598
+329% +$30K ﹤0.01% 2228
2025
Q2 		$8.32K Buy
182
+131
+257% +$5.35K ﹤0.01% 2986
2025
Q1 		$1.8K Sell
51
-31
-38% -$1.47K ﹤0.01% 3249
2024
Q4 		$4.45K Buy
82
+1
+1% +$54 ﹤0.01% 2820
2024
Q3 		$4.25K Buy
81
+7
+9% +$354 ﹤0.01% 2639
2024
Q2 		$3.84K Sell
74
-42
-36% -$2.14K ﹤0.01% 2638
2024
Q1 		$6.39K Sell
116
-29
-20% -$1.51K ﹤0.01% 2304
2023
Q4 		$7.93K Buy
145
+78
+116% +$4.1K ﹤0.01% 2074
2023
Q3 		$3.75K Hold
67
– – ﹤0.01% 2249
2023
Q2 		$3.04K Buy
67
+59
+738% +$2.39K ﹤0.01% 2312
2023
Q1 		$308 Sell
8
-310
-97% -$12.8K ﹤0.01% 2929
2022
Q4 		$13.8K Buy
318
+21
+7% +$920 ﹤0.01% 1568
2022
Q3 		$11K Buy
+297
New +$12.9K ﹤0.01% 1601

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 $3.38T AUM 44.17% 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

Allworth Financial's CRC Position: Q2 2026 in Review

Allworth Financial reduced its California Resources (CRC) stake by 18% in Q2 2026, selling an estimated $3.57K and leaving 256 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Allworth Financial first reported a position in CRC in Q3 2022 and has held it in 16 quarters since. The position peaked at $41.5K in Q3 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Allworth Financial held 256 shares of California Resources worth $13.5K as of Q2 2026.
  • Allworth Financial sold 58 California Resources shares in Q2 2026, an estimated $3.57K.
  • California Resources made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3505 holding.
  • Allworth Financial first reported a position in California Resources in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's California Resources position peaked at $41.5K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.