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
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

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BlackRock New York $5.72T 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 $2.48B 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

Focus Partners Wealth's CRC Position: Q1 2026 in Review

Focus Partners Wealth increased its California Resources (CRC) stake by 5.8% in Q1 2026, buying an estimated $15K and bringing the position to 4,859 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Focus Partners Wealth first reported a position in CRC in Q3 2025 and has held it in 3 quarters since. The position peaked at $602K in Q3 2025. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Focus Partners Wealth held 4,859 shares of California Resources worth $336K as of Q1 2026.
  • Focus Partners Wealth bought 265 California Resources shares in Q1 2026, an estimated $15K.
  • California Resources made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2126 holding.
  • Focus Partners Wealth first reported a position in California Resources in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's California Resources position peaked at $602K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.