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Hohimer Wealth Management’s California Resources CRC Stock Holding History

Hohimer 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
2025
Q4 		– Sell
-4,016
Closed -$214K – 332
2025
Q3 		$214K Sell
4,016
-540
-12% -$27.1K 0.03% 308
2025
Q2 		$208K Buy
+4,556
New +$186K 0.04% 233

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Hohimer Wealth Management's CRC Position: Q4 2025 in Review

Hohimer Wealth Management sold out of California Resources (CRC) in Q4 2025, closing a stake of 4,016 shares — an estimated $214K sold.

Hohimer Wealth Management first reported a position in CRC in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 324 funds tracked by Wall St. Rank hold CRC as of Q4 2025.

  • Hohimer Wealth Management reported no remaining California Resources position as of Q4 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 4,016 California Resources shares in Q4 2025, an estimated $214K.
  • Hohimer Wealth Management first reported a position in California Resources in Q2 2025 and held it in 2 quarters.
  • Hohimer Wealth Management's California Resources position peaked at $214K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held California Resources as of Q4 2025.

Based on Hohimer Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.