Charles Schwab
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Charles Schwab’s California Resources CRC Stock Holding History

Charles Schwab’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 		$63.1M Sell
912,096
-11,999
-1% -$679K 0.01% 998
2025
Q4 		$41.3M Sell
924,095
-12,882
-1% -$611K 0.01% 1273
2025
Q3 		$49.8M Buy
936,977
+6,730
+0.7% +$337K 0.01% 1167
2025
Q2 		$42.5M Sell
930,247
-47,299
-5% -$1.93M 0.01% 1195
2025
Q1 		$43M Sell
977,546
-54,270
-5% -$2.58M 0.01% 1177
2024
Q4 		$53.5M Buy
1,031,816
+57,614
+6% +$3.13M 0.01% 1085
2024
Q3 		$51.1M Buy
974,202
+75,606
+8% +$3.82M 0.01% 1107
2024
Q2 		$47.8M Buy
898,596
+54,378
+6% +$2.77M 0.01% 1119
2024
Q1 		$46.5M Buy
844,218
+4,142
+0.5% +$216K 0.01% 1091
2023
Q4 		$45.9M Buy
840,076
+76,172
+10% +$4.01M 0.01% 1034
2023
Q3 		$42.8M Buy
763,904
+58,559
+8% +$3.12M 0.01% 990
2023
Q2 		$31.9M Buy
705,345
+78,240
+12% +$3.17M 0.01% 1180
2023
Q1 		$24.1M Buy
627,105
+80,707
+15% +$3.34M 0.01% 1321
2022
Q4 		$23.8M Sell
546,398
-1,532
-0.3% -$67.1K 0.01% 1315
2022
Q3 		$21.1M Sell
547,930
-3,081
-0.6% -$134K 0.01% 1344
2022
Q2 		$21.2M Sell
551,011
-35,008
-6% -$1.5M 0.01% 1365
2022
Q1 		$26.2M Buy
586,019
+9,335
+2% +$402K 0.01% 1332
2021
Q4 		$24.6M Buy
576,684
+6,404
+1% +$274K 0.01% 1412
2021
Q3 		$23.4M Buy
570,280
+392,036
+220% +$12.8M 0.01% 1443
2021
Q2 		$5.37M Buy
+178,244
New +$4.9M ﹤0.01% 2311

Other funds holding CRC

BlackRock
BlackRock New York $5.7T 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 $2.38B 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