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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Atria Investments's CRC Position: Q1 2026 in Review

Atria Investments increased its California Resources (CRC) stake by 15% in Q1 2026, buying an estimated $93.7K and bringing the position to 12,715 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1132.

Atria Investments first reported a position in CRC in Q3 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Atria Investments held 12,715 shares of California Resources worth $880K as of Q1 2026.
  • Atria Investments bought 1,656 California Resources shares in Q1 2026, an estimated $93.7K.
  • California Resources made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1132 holding.
  • Atria Investments first reported a position in California Resources in Q3 2024 and has held it in 7 quarters since.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.