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Beverly Hills Private Wealth’s California Resources CRC Stock Holding History

Beverly Hills Private Wealth’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 		$1.9M Buy
35,918
+6,435
+22% +$396K 0.36% 72
2026
Q1 		$2.04M Buy
+29,483
New +$1.67M 0.34% 78

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

Beverly Hills Private Wealth's CRC Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its California Resources (CRC) stake by 22% in Q2 2026, buying an estimated $396K and bringing the position to 35,918 shares worth $1.9M. The position accounts for 0.36% of the portfolio, ranked #72.

Beverly Hills Private Wealth first reported a position in CRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.04M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Beverly Hills Private Wealth held 35,918 shares of California Resources worth $1.9M as of Q2 2026.
  • Beverly Hills Private Wealth bought 6,435 California Resources shares in Q2 2026, an estimated $396K.
  • California Resources made up 0.36% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #72 holding.
  • Beverly Hills Private Wealth first reported a position in California Resources in Q1 2026 and has held it in 2 quarters since.
  • Beverly Hills Private Wealth's California Resources position peaked at $2.04M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.