Blue Trust Inc’s California Resources CRC Stock Holding History

Blue Trust Inc’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	–	Sell	-8	Closed	-$358	–	2552
2025 Q4	$358	Buy	+8	New	+$380	﹤0.01%	2435
2025 Q2	–	Sell	-194	Closed	-$8.53K	–	2478
2025 Q1	$8.53K	Hold	194	–	–	﹤0.01%	1963
2024 Q4	$10.1K	Sell	194 -78	-29%	-$4.24K	﹤0.01%	1855
2024 Q3	$14.5K	Sell	272 -99	-27%	-$5.01K	﹤0.01%	2071
2024 Q2	$20.4K	Buy	+371	New	+$18.9K	﹤0.01%	1653
2024 Q1	–	Sell	-88	Closed	-$5K	–	2284
2023 Q4	$5K	Buy	+88	New	+$4.63K	﹤0.01%	1823
2023 Q3	–	Sell	-4	Closed	–	–	2077
2023 Q2	$0	Sell	4 -20	-83%	-$812	﹤0.01%	2098
2023 Q1	$1K	Buy	24 +14	+140%	+$579	﹤0.01%	2127
2022 Q4	$0	Sell	10 -73	-88%	-$3.2K	﹤0.01%	2269
2022 Q3	$3K	Buy	+83	New	+$3.61K	﹤0.01%	1676

Other funds holding CRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Blue Trust Inc's CRC Position: Q1 2026 in Review

Blue Trust Inc sold out of California Resources (CRC) in Q1 2026, closing a stake of 8 shares — an estimated $358 sold.

Blue Trust Inc first reported a position in CRC in Q3 2022 and held it in 10 quarters. The position peaked at $20.4K in Q2 2024. 354 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

Blue Trust Inc reported no remaining California Resources position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 8 California Resources shares in Q1 2026, an estimated $358.
Blue Trust Inc first reported a position in California Resources in Q3 2022 and held it in 10 quarters.
Blue Trust Inc's California Resources position peaked at $20.4K in Q2 2024.
354 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.