Focus Partners Wealth
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Focus Partners Wealth’s California Resources CRC Stock Holding History

Focus Partners Wealth’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 		$205K Sell
3,881
-978
-20% -$60.2K ﹤0.01% 2495
2026
Q1 		$336K Buy
4,859
+265
+6% +$15K ﹤0.01% 2126
2025
Q4 		$205K Sell
4,594
-1,668
-27% -$79.1K ﹤0.01% 2437
2025
Q3 		$602K Buy
+6,262
New +$314K ﹤0.01% 1532

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

Focus Partners Wealth's CRC Position: Q2 2026 in Review

Focus Partners Wealth reduced its California Resources (CRC) stake by 20% in Q2 2026, selling an estimated $60.2K and leaving 3,881 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Focus Partners Wealth first reported a position in CRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $602K in Q3 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Focus Partners Wealth held 3,881 shares of California Resources worth $205K as of Q2 2026.
  • Focus Partners Wealth sold 978 California Resources shares in Q2 2026, an estimated $60.2K.
  • California Resources made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2495 holding.
  • Focus Partners Wealth first reported a position in California Resources in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's California Resources position peaked at $602K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.