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Clearstead Advisors’s California Resources CRC Stock Holding History

Clearstead Advisors’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 		$1K Buy
+19
New +$1.17K ﹤0.01% 2686
2026
Q1 		– Sell
-6
Closed -$269 – 2379
2025
Q4 		$269 Sell
6
-494
-99% -$23.4K ﹤0.01% 2390
2025
Q3 		$26.6K Buy
500
+226
+82% +$11.3K ﹤0.01% 1517
2025
Q2 		$12.5K Buy
+274
New +$11.2K ﹤0.01% 1810
2023
Q3 		– Sell
-533
Closed -$24.1K – 1486
2023
Q2 		$24.1K Hold
533
– – ﹤0.01% 868
2023
Q1 		$20.5K Buy
+533
New +$22.1K ﹤0.01% 851

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 $3.37T AUM 44.26% 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

Clearstead Advisors's CRC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in California Resources (CRC) in Q2 2026: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CRC as recently as Q4 2025.

Clearstead Advisors first reported a position in CRC in Q1 2023 and has held it in 6 quarters since. The position peaked at $26.6K in Q3 2025. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Clearstead Advisors held 19 shares of California Resources worth $1K as of Q2 2026.
  • California Resources was a new Clearstead Advisors position in Q2 2026.
  • California Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2686 holding.
  • Clearstead Advisors first reported a position in California Resources in Q1 2023 and has held it in 6 quarters since.
  • Clearstead Advisors's California Resources position peaked at $26.6K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.