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EverSource Wealth Advisors’s California Resources CRC Stock Holding History

EverSource Wealth Advisors’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 		$75.7K Sell
1,431
-803
-36% -$49.4K ﹤0.01% 1534
2026
Q1 		$155K Buy
2,234
+268
+14% +$15.2K ﹤0.01% 1192
2025
Q4 		$87.9K Buy
1,966
+479
+32% +$22.7K ﹤0.01% 1389
2025
Q3 		$79.1K Buy
1,487
+11
+0.7% +$551 ﹤0.01% 1401
2025
Q2 		$67.4K Buy
1,476
+1,045
+242% +$42.7K ﹤0.01% 1428
2025
Q1 		$19K Buy
431
+128
+42% +$6.07K ﹤0.01% 1717
2024
Q4 		$15.7K Buy
303
+256
+545% +$13.9K ﹤0.01% 1756
2024
Q3 		$2.47K Sell
47
-7
-13% -$354 ﹤0.01% 2473
2024
Q2 		$2.78K Sell
54
-68
-56% -$3.47K ﹤0.01% 2441
2024
Q1 		$6.45K Buy
+122
New +$6.37K ﹤0.01% 1921

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's CRC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its California Resources (CRC) stake by 36% in Q2 2026, selling an estimated $49.4K and leaving 1,431 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

EverSource Wealth Advisors first reported a position in CRC in Q1 2024 and has held it in 10 quarters since. The position peaked at $155K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • EverSource Wealth Advisors held 1,431 shares of California Resources worth $75.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 803 California Resources shares in Q2 2026, an estimated $49.4K.
  • California Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1534 holding.
  • EverSource Wealth Advisors first reported a position in California Resources in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's California Resources position peaked at $155K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.