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
Q2 		$2.98M Buy
56,386
+4,634
+9% +$285K ﹤0.01% 1793
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 $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

Creative Planning's CRC Position: Q2 2026 in Review

Creative Planning increased its California Resources (CRC) stake by 9% in Q2 2026, buying an estimated $285K and bringing the position to 56,386 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Creative Planning first reported a position in CRC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.58M in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Creative Planning held 56,386 shares of California Resources worth $2.98M as of Q2 2026.
  • Creative Planning bought 4,634 California Resources shares in Q2 2026, an estimated $285K.
  • California Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1793 holding.
  • Creative Planning first reported a position in California Resources in Q3 2023 and has held it in 12 quarters since.
  • Creative Planning's California Resources position peaked at $3.58M in Q1 2026.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.