Corient Private Wealth
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Corient Private Wealth’s California Resources CRC Stock Holding History

Corient Private Wealth’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 		$624K Buy
11,799
+4,479
+61% +$276K ﹤0.01% 2076
2026
Q1 		$415K Buy
+7,320
New +$414K ﹤0.01% 2129

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

Corient Private Wealth's CRC Position: Q2 2026 in Review

Corient Private Wealth increased its California Resources (CRC) stake by 61% in Q2 2026, buying an estimated $276K and bringing the position to 11,799 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Corient Private Wealth first reported a position in CRC in Q1 2026 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Corient Private Wealth held 11,799 shares of California Resources worth $624K as of Q2 2026.
  • Corient Private Wealth bought 4,479 California Resources shares in Q2 2026, an estimated $276K.
  • California Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2076 holding.
  • Corient Private Wealth first reported a position in California Resources in Q1 2026 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.