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
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 $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

CAPTRUST Financial Advisors's CRC Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its California Resources (CRC) stake by 8.3% in Q1 2026, selling an estimated $29.6K and leaving 5,800 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

CAPTRUST Financial Advisors first reported a position in CRC in Q3 2021 and has held it in 8 quarters since. The position peaked at $449K in Q3 2025. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,800 shares of California Resources worth $402K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 523 California Resources shares in Q1 2026, an estimated $29.6K.
  • California Resources made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2182 holding.
  • CAPTRUST Financial Advisors first reported a position in California Resources in Q3 2021 and has held it in 8 quarters since.
  • CAPTRUST Financial Advisors's California Resources position peaked at $449K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.