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

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GDS
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VPM
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SG
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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