CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s California Resources CRC Stock Holding History

CAPTRUST Financial Advisors’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 		$314K Buy
5,943
+143
+2% +$8.81K ﹤0.01% 2551
2026
Q1 		$402K Sell
5,800
-523
-8% -$29.6K ﹤0.01% 2182
2025
Q4 		$283K Sell
6,323
-2,115
-25% -$100K ﹤0.01% 2292
2025
Q3 		$449K Buy
8,438
+3,475
+70% +$174K ﹤0.01% 1891
2025
Q2 		$227K Buy
+4,963
New +$203K ﹤0.01% 2214
2022
Q3 		– Sell
-1,454
Closed -$56K – 2466
2022
Q2 		$56K Buy
1,454
+594
+69% +$25.5K ﹤0.01% 2655
2022
Q1 		$38K Buy
860
+241
+39% +$10.4K ﹤0.01% 2975
2021
Q4 		$26K Buy
619
+221
+56% +$9.45K ﹤0.01% 3109
2021
Q3 		$16K Buy
+398
New +$13K ﹤0.01% 3302

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

CAPTRUST Financial Advisors's CRC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its California Resources (CRC) stake by 2.5% in Q2 2026, buying an estimated $8.81K and bringing the position to 5,943 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

CAPTRUST Financial Advisors first reported a position in CRC in Q3 2021 and has held it in 9 quarters since. The position peaked at $449K in Q3 2025. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • CAPTRUST Financial Advisors held 5,943 shares of California Resources worth $314K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 143 California Resources shares in Q2 2026, an estimated $8.81K.
  • California Resources made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2551 holding.
  • CAPTRUST Financial Advisors first reported a position in California Resources in Q3 2021 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's California Resources position peaked at $449K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.