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Gallagher Fiduciary Advisors’s California Resources CRC Stock Holding History

Gallagher Fiduciary 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 		$331K Sell
6,269
-79
-1% -$4.87K 0.01% 280
2026
Q1 		$439K Buy
6,348
+53
+0.8% +$3K 0.02% 187
2025
Q4 		$281K Buy
6,295
+396
+7% +$18.8K 0.01% 278
2025
Q3 		$314K Buy
5,899
+107
+2% +$5.36K 0.01% 246
2025
Q2 		$265K Buy
5,792
+1,033
+22% +$42.2K 0.01% 272
2025
Q1 		$209K Buy
4,759
+253
+6% +$12K 0.01% 282
2024
Q4 		$234K Buy
+4,506
New +$245K 0.05% 258

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 $3.37T AUM 44.26% 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

Gallagher Fiduciary Advisors's CRC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its California Resources (CRC) stake by 1.2% in Q2 2026, selling an estimated $4.87K and leaving 6,269 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #280.

Gallagher Fiduciary Advisors first reported a position in CRC in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 6,269 shares of California Resources worth $331K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 79 California Resources shares in Q2 2026, an estimated $4.87K.
  • California Resources made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #280 holding.
  • Gallagher Fiduciary Advisors first reported a position in California Resources in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Fiduciary Advisors's California Resources position peaked at $439K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.