Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s California Resources CRC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.43M Sell
20,655
-3,694
-15% -$209K ﹤0.01% 1353
2025
Q4 		$1.09M Sell
24,349
-14,012
-37% -$665K ﹤0.01% 1445
2025
Q3 		$2.04M Buy
38,361
+20,025
+109% +$1M 0.01% 1089
2025
Q2 		$837K Buy
18,336
+17,818
+3,440% +$728K ﹤0.01% 1338
2025
Q1 		$23K Buy
518
+23
+5% +$1.09K ﹤0.01% 3558
2024
Q4 		$26K Buy
495
+118
+31% +$6.41K ﹤0.01% 3257
2024
Q3 		$20K Buy
377
+224
+146% +$11.3K ﹤0.01% 3347
2024
Q2 		$8K Sell
153
-117
-43% -$5.97K ﹤0.01% 3651
2024
Q1 		$15K Sell
270
-158
-37% -$8.25K ﹤0.01% 3078
2023
Q4 		$23K Buy
428
+203
+90% +$10.7K ﹤0.01% 2681
2023
Q3 		$13K Buy
225
+136
+153% +$7.24K ﹤0.01% 2965
2023
Q2 		$4K Buy
89
+56
+170% +$2.27K ﹤0.01% 3506
2023
Q1 		$1K Buy
33
+4
+14% +$166 ﹤0.01% 3794
2022
Q4 		$1K Buy
29
+12
+71% +$526 ﹤0.01% 3715
2022
Q3 		$1K Buy
17
+11
+183% +$478 ﹤0.01% 3618
2022
Q2 		$0 Buy
+6
New +$257 ﹤0.01% 3830

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Carson Wealth (CWM LLC)'s CRC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its California Resources (CRC) stake by 15% in Q1 2026, selling an estimated $209K and leaving 20,655 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Carson Wealth (CWM LLC) first reported a position in CRC in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2025. 354 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,655 shares of California Resources worth $1.43M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,694 California Resources shares in Q1 2026, an estimated $209K.
  • California Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1353 holding.
  • Carson Wealth (CWM LLC) first reported a position in California Resources in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s California Resources position peaked at $2.04M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.