EWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return