CI
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CX Institutional’s California Resources CRC Stock Holding History

CX Institutional’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 		$47K Sell
896
-478
-35% -$29.4K ﹤0.01% 991
2026
Q1 		$95K Sell
1,374
-46
-3% -$2.6K ﹤0.01% 861
2025
Q4 		$63K Sell
1,420
-1,568
-52% -$74.4K ﹤0.01% 932
2025
Q3 		$159K Sell
2,988
-1,047
-26% -$52.5K ﹤0.01% 749
2025
Q2 		$184K Sell
4,035
-1,080
-21% -$44.1K 0.01% 655
2025
Q1 		$225K Sell
5,115
-21,409
-81% -$1.02M 0.01% 563
2024
Q4 		$1.38M Buy
26,524
+1,411
+6% +$76.6K 0.05% 219
2024
Q3 		$1.32M Buy
25,113
+1,152
+5% +$58.3K 0.06% 246
2024
Q2 		$1.28M Sell
23,961
-5
-0% -$255 0.06% 242
2024
Q1 		$1.32M Sell
23,966
-66,108
-73% -$3.45M 0.06% 241
2023
Q4 		$4.93M Sell
90,074
-5,927
-6% -$312K 0.26% 101
2023
Q3 		$5.38M Buy
+96,001
New +$5.11M 0.3% 91

Other funds holding CRC

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return