Global Retirement Partners’s California Resources CRC Stock Holding History

Global Retirement Partners’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
2025 Q4	$20.3K	Buy	454 +146	+47%	+$6.93K	﹤0.01%	2862
2025 Q3	$16.4K	Buy	308 +47	+18%	+$2.35K	﹤0.01%	2488
2025 Q2	$11.9K	Buy	+261	New	+$10.7K	﹤0.01%	2526
2024 Q4	$4.15K	Buy	80 +53	+196%	+$2.88K	﹤0.01%	2771
2024 Q3	$1.42K	Sell	27 -6	-18%	-$303	﹤0.01%	3043
2024 Q2	$1.76K	Buy	33 +3	+10%	+$153	﹤0.01%	3010
2024 Q1	$1.65K	Buy	30 +23	+329%	+$1.2K	﹤0.01%	2821
2023 Q4	$352	Hold	7	–	–	﹤0.01%	3150
2023 Q3	$369	Hold	7	–	–	﹤0.01%	3033
2023 Q2	$317	Hold	7	–	–	﹤0.01%	3037
2023 Q1	$272	Buy	+7	New	+$290	﹤0.01%	3048

Other funds holding CRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GDS

Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Global Retirement Partners's CRC Position: Q4 2025 in Review

Global Retirement Partners increased its California Resources (CRC) stake by 47% in Q4 2025, buying an estimated $6.93K and bringing the position to 454 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Global Retirement Partners first reported a position in CRC in Q1 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CRC as of Q4 2025.

Global Retirement Partners held 454 shares of California Resources worth $20.3K as of Q4 2025.
Global Retirement Partners bought 146 California Resources shares in Q4 2025, an estimated $6.93K.
California Resources made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2862 holding.
Global Retirement Partners first reported a position in California Resources in Q1 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held California Resources as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.