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CFG Wealth Management Services’s California Resources CRC Stock Holding History

CFG Wealth Management Services’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 		– Sell
-1,495
Closed -$66.8K – 159
2025
Q4 		$66.8K Buy
+1,495
New +$70.9K 0.06% 94

Other funds holding CRC

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Canada Pension Plan Investment Board
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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 $3.37T AUM 44.26% 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

CFG Wealth Management Services's CRC Position: Q1 2026 in Review

CFG Wealth Management Services sold out of California Resources (CRC) in Q1 2026, closing a stake of 1,495 shares — an estimated $66.8K sold.

CFG Wealth Management Services first reported a position in CRC in Q4 2025 and held it in 1 quarter. The position peaked at $66.8K in Q4 2025. 354 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • CFG Wealth Management Services reported no remaining California Resources position as of Q1 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,495 California Resources shares in Q1 2026, an estimated $66.8K.
  • CFG Wealth Management Services first reported a position in California Resources in Q4 2025 and held it in 1 quarter.
  • CFG Wealth Management Services's California Resources position peaked at $66.8K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.