Cerity Partners
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Cerity Partners’s California Resources CRC Stock Holding History

Cerity Partners’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 		$723K Sell
10,441
-949
-8% -$53.7K ﹤0.01% 2055
2025
Q4 		$509K Sell
11,390
-13,873
-55% -$658K ﹤0.01% 2097
2025
Q3 		$1.34M Buy
25,263
+16,646
+193% +$834K ﹤0.01% 1464
2025
Q2 		$394K Buy
+8,617
New +$352K ﹤0.01% 2003

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

Cerity Partners's CRC Position: Q1 2026 in Review

Cerity Partners reduced its California Resources (CRC) stake by 8.3% in Q1 2026, selling an estimated $53.7K and leaving 10,441 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Cerity Partners first reported a position in CRC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q3 2025. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Cerity Partners held 10,441 shares of California Resources worth $723K as of Q1 2026.
  • Cerity Partners sold 949 California Resources shares in Q1 2026, an estimated $53.7K.
  • California Resources made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2055 holding.
  • Cerity Partners first reported a position in California Resources in Q2 2025 and has held it in 4 quarters since.
  • Cerity Partners's California Resources position peaked at $1.34M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.