Envestnet Asset Management
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Envestnet Asset Management’s California Resources CRC Stock Holding History

Envestnet Asset Management’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 		$587K Buy
11,100
+1,977
+22% +$122K ﹤0.01% 3960
2026
Q1 		$632K Buy
+9,123
New +$516K ﹤0.01% 3757
2025
Q4 		– Sell
-7,889
Closed -$420K – 4500
2025
Q3 		$420K Buy
7,889
+2,567
+48% +$129K ﹤0.01% 3881
2025
Q2 		$243K Buy
+5,322
New +$218K ﹤0.01% 4140
2024
Q3 		– Sell
-4,426
Closed -$236K – 4238
2024
Q2 		$236K Buy
4,426
+678
+18% +$34.6K ﹤0.01% 3843
2024
Q1 		$207K Sell
3,748
-1,075
-22% -$56.1K ﹤0.01% 3930
2023
Q4 		$264K Sell
4,823
-4,676
-49% -$246K ﹤0.01% 3683
2023
Q3 		$532K Buy
9,499
+1,301
+16% +$69.3K ﹤0.01% 3214
2023
Q2 		$371K Sell
8,198
-15,463
-65% -$627K ﹤0.01% 3378
2023
Q1 		$911K Buy
23,661
+10,308
+77% +$427K ﹤0.01% 2738
2022
Q4 		$581K Sell
13,353
-1,919
-13% -$84.1K ﹤0.01% 3012
2022
Q3 		$587K Sell
15,272
-1,465
-9% -$63.7K ﹤0.01% 2913
2022
Q2 		$644K Buy
16,737
+1,802
+12% +$77.3K ﹤0.01% 2911
2022
Q1 		$668K Buy
+14,935
New +$644K ﹤0.01% 2949

Other funds holding CRC

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Envestnet Asset Management's CRC Position: Q2 2026 in Review

Envestnet Asset Management increased its California Resources (CRC) stake by 22% in Q2 2026, buying an estimated $122K and bringing the position to 11,100 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

Envestnet Asset Management first reported a position in CRC in Q1 2022 and has held it in 14 quarters since. The position peaked at $911K in Q1 2023. 124 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Envestnet Asset Management held 11,100 shares of California Resources worth $587K as of Q2 2026.
  • Envestnet Asset Management bought 1,977 California Resources shares in Q2 2026, an estimated $122K.
  • California Resources made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3960 holding.
  • Envestnet Asset Management first reported a position in California Resources in Q1 2022 and has held it in 14 quarters since.
  • Envestnet Asset Management's California Resources position peaked at $911K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.