Cornerstone Planning Group
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Cornerstone Planning Group’s California Resources CRC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-21
Closed -$1.13K – 491
2026
Q2 		$1.13K Buy
+21
New +$1.29K ﹤0.01% 1468
2025
Q1 		– Sell
-6
Closed -$307 – 1587
2024
Q4 		$307 Buy
+6
New +$326 ﹤0.01% 1280

Other funds holding CRC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cornerstone Planning Group's CRC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of California Resources (CRC) in Q3 2026, closing a stake of 21 shares — an estimated $1.13K sold.

Cornerstone Planning Group first reported a position in CRC in Q4 2024 and held it in 2 quarters. The position peaked at $1.13K in Q2 2026. 43 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining California Resources position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 California Resources shares in Q3 2026, an estimated $1.13K.
  • Cornerstone Planning Group first reported a position in California Resources in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's California Resources position peaked at $1.13K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.