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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
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 $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Cornerstone Planning Group's CRC Position: Q1 2025 in Review

Cornerstone Planning Group sold out of California Resources (CRC) in Q1 2025, closing a stake of 6 shares — an estimated $307 sold.

Cornerstone Planning Group first reported a position in CRC in Q4 2024 and held it in 1 quarter. The position peaked at $307 in Q4 2024. 279 funds tracked by Wall St. Rank hold CRC as of Q1 2025.

  • Cornerstone Planning Group reported no remaining California Resources position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 California Resources shares in Q1 2025, an estimated $307.
  • Cornerstone Planning Group first reported a position in California Resources in Q4 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's California Resources position peaked at $307 in Q4 2024.
  • 279 funds tracked by Wall St. Rank held California Resources as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.