Creative Planning
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Creative Planning’s California Resources CRC Stock Holding History

Creative Planning’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
Q1 		$3.58M Buy
51,752
+6,154
+13% +$348K ﹤0.01% 1428
2025
Q4 		$2.04M Sell
45,598
-7,565
-14% -$359K ﹤0.01% 1720
2025
Q3 		$2.83M Buy
53,163
+15,490
+41% +$776K ﹤0.01% 1268
2025
Q2 		$1.72M Buy
37,673
+13,962
+59% +$571K ﹤0.01% 1441
2025
Q1 		$1.04M Buy
23,711
+1,210
+5% +$57.4K ﹤0.01% 1683
2024
Q4 		$1.17M Buy
22,501
+1,758
+8% +$95.5K ﹤0.01% 1524
2024
Q3 		$1.09M Buy
20,743
+7,533
+57% +$381K ﹤0.01% 1455
2024
Q2 		$703K Buy
13,210
+3,205
+32% +$164K ﹤0.01% 1666
2024
Q1 		$551K Buy
10,005
+1,591
+19% +$83.1K ﹤0.01% 1790
2023
Q4 		$460K Buy
8,414
+4,796
+133% +$252K ﹤0.01% 1767
2023
Q3 		$203K Buy
+3,618
New +$193K ﹤0.01% 2233

Other funds holding CRC

BlackRock
BlackRock New York $5.7T 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
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return