CX Institutional
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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
Q3 		$45K Sell
887
-9
-1% -$477 ﹤0.01% 1030
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CX Institutional's CRC Position: Q3 2026 in Review

CX Institutional reduced its California Resources (CRC) stake by 1% in Q3 2026, selling an estimated $477 and leaving 887 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

CX Institutional first reported a position in CRC in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.38M in Q3 2023. 43 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • CX Institutional held 887 shares of California Resources worth $45K as of Q3 2026.
  • CX Institutional sold 9 California Resources shares in Q3 2026, an estimated $477.
  • California Resources made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1030 holding.
  • CX Institutional first reported a position in California Resources in Q3 2023 and has held it in 13 quarters since.
  • CX Institutional's California Resources position peaked at $5.38M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.