Essential Partners
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Essential Partners’s California Resources CRC Stock Holding History

Essential Partners’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 		$34.3K Buy
675
+5
+0.7% +$265 0.02% 739
2026
Q2 		$35.4K Sell
670
-73
-10% -$4.5K 0.02% 703
2026
Q1 		$51.4K Sell
743
-21
-3% -$1.19K 0.02% 595
2025
Q4 		$34.2K Sell
764
-379
-33% -$18K 0.01% 721
2025
Q3 		$60.8K Buy
1,143
+523
+84% +$26.2K 0.02% 552
2025
Q2 		$28.3K Buy
+620
New +$25.3K 0.01% 588

Other funds holding CRC

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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

Essential Partners's CRC Position: Q3 2026 in Review

Essential Partners increased its California Resources (CRC) stake by 0.75% in Q3 2026, buying an estimated $265 and bringing the position to 675 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #739.

Essential Partners first reported a position in CRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $60.8K in Q3 2025. 43 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Essential Partners held 675 shares of California Resources worth $34.3K as of Q3 2026.
  • Essential Partners bought 5 California Resources shares in Q3 2026, an estimated $265.
  • California Resources made up 0.02% of Essential Partners's portfolio in Q3 2026, its #739 holding.
  • Essential Partners first reported a position in California Resources in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's California Resources position peaked at $60.8K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.