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Farther Finance Advisors’s California Resources CRC Stock Holding History

Farther Finance 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
Q3 		$194K Buy
3,819
+1,733
+83% +$91.8K ﹤0.01% 2323
2026
Q2 		$110K Buy
2,086
+755
+57% +$46.5K ﹤0.01% 2640
2026
Q1 		$87.9K Buy
1,331
+678
+104% +$38.4K ﹤0.01% 2600
2025
Q4 		$29.2K Sell
653
-9
-1% -$427 ﹤0.01% 3169
2025
Q3 		$35.2K Sell
662
-109
-14% -$5.46K ﹤0.01% 2662
2025
Q2 		$35.2K Sell
771
-1,195
-61% -$48.8K ﹤0.01% 2324
2025
Q1 		$89.1K Sell
1,966
-976
-33% -$46.3K ﹤0.01% 1605
2024
Q4 		$153K Sell
2,942
-282
-9% -$15.3K 0.01% 1115
2024
Q3 		$169K Buy
3,224
+276
+9% +$14K 0.01% 1062
2024
Q2 		$155K Buy
2,948
+522
+22% +$26.6K 0.01% 949
2024
Q1 		$131K Buy
2,426
+2,275
+1,507% +$119K 0.01% 853
2023
Q4 		$8.26K Buy
151
+122
+421% +$6.42K ﹤0.01% 1706
2023
Q3 		$1.62K Buy
29
+5
+21% +$266 ﹤0.01% 1932
2023
Q2 		$1.09K Hold
24
– – ﹤0.01% 1948
2023
Q1 		$924 Sell
24
-22
-48% -$911 ﹤0.01% 1864
2022
Q4 		$2K Buy
+46
New +$2.02K ﹤0.01% 1445

Other funds holding CRC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CRC Position: Q3 2026 in Review

Farther Finance Advisors increased its California Resources (CRC) stake by 83% in Q3 2026, buying an estimated $91.8K and bringing the position to 3,819 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Farther Finance Advisors first reported a position in CRC in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Farther Finance Advisors held 3,819 shares of California Resources worth $194K as of Q3 2026.
  • Farther Finance Advisors bought 1,733 California Resources shares in Q3 2026, an estimated $91.8K.
  • California Resources made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2323 holding.
  • Farther Finance Advisors first reported a position in California Resources in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.