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Atria Investments’s California Resources CRC Stock Holding History

Atria Investments’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 		$672K Hold
12,715
– – 0.01% 1358
2026
Q1 		$880K Buy
12,715
+1,656
+15% +$93.7K 0.01% 1132
2025
Q4 		$494K Buy
11,059
+290
+3% +$13.8K 0.01% 1457
2025
Q3 		$573K Buy
10,769
+4,694
+77% +$235K 0.01% 1347
2025
Q2 		$277K Buy
6,075
+1,026
+20% +$41.9K ﹤0.01% 1758
2025
Q1 		$222K Buy
5,049
+375
+8% +$17.8K ﹤0.01% 1772
2024
Q4 		$243K Buy
4,674
+683
+17% +$37.1K ﹤0.01% 1699
2024
Q3 		$209K Buy
+3,991
New +$202K ﹤0.01% 1806

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

Atria Investments's CRC Position: Q2 2026 in Review

Atria Investments held its California Resources (CRC) position steady in Q2 2026 at 12,715 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #1358.

Atria Investments first reported a position in CRC in Q3 2024 and has held it in 8 quarters since. The position peaked at $880K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Atria Investments held 12,715 shares of California Resources worth $672K as of Q2 2026.
  • Atria Investments left its California Resources share count unchanged in Q2 2026.
  • California Resources made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1358 holding.
  • Atria Investments first reported a position in California Resources in Q3 2024 and has held it in 8 quarters since.
  • Atria Investments's California Resources position peaked at $880K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.