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
Q2 		$432K Sell
8,174
-2,267
-22% -$140K ﹤0.01% 2527
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 $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 $3.38T AUM 44.17% 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

Cerity Partners's CRC Position: Q2 2026 in Review

Cerity Partners reduced its California Resources (CRC) stake by 22% in Q2 2026, selling an estimated $140K and leaving 8,174 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Cerity Partners first reported a position in CRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Cerity Partners held 8,174 shares of California Resources worth $432K as of Q2 2026.
  • Cerity Partners sold 2,267 California Resources shares in Q2 2026, an estimated $140K.
  • California Resources made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2527 holding.
  • Cerity Partners first reported a position in California Resources in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's California Resources position peaked at $1.34M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.