CPG
CRC icon

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
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

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

Cornerstone Planning Group's CRC Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in California Resources (CRC) in Q2 2026: 21 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in CRC as recently as Q4 2024.

Cornerstone Planning Group first reported a position in CRC in Q4 2024 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Cornerstone Planning Group held 21 shares of California Resources worth $1.13K as of Q2 2026.
  • California Resources was a new Cornerstone Planning Group position in Q2 2026.
  • California Resources made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1468 holding.
  • Cornerstone Planning Group first reported a position in California Resources in Q4 2024 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.