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Gilpin Wealth Management’s California Resources CRC Stock Holding History

Gilpin Wealth Management’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 		$610 Buy
12
+3
+33% +$159 ﹤0.01% 785
2026
Q2 		$476 Buy
9
+1
+13% +$62 ﹤0.01% 691
2026
Q1 		$554 Buy
8
+7
+700% +$396 ﹤0.01% 584
2025
Q4 		$45 Buy
+1
New +$47 ﹤0.01% 957

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

Gilpin Wealth Management's CRC Position: Q3 2026 in Review

Gilpin Wealth Management increased its California Resources (CRC) stake by 33% in Q3 2026, buying an estimated $159 and bringing the position to 12 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Gilpin Wealth Management first reported a position in CRC in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of California Resources worth $610 as of Q3 2026.
  • Gilpin Wealth Management bought 3 California Resources shares in Q3 2026, an estimated $159.
  • California Resources made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #785 holding.
  • Gilpin Wealth Management first reported a position in California Resources in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.