IFP Advisors
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IFP Advisors’s California Resources CRC Stock Holding History

IFP 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
Q3 		$12.6K Buy
248
+25
+11% +$1.32K ﹤0.01% 3243
2026
Q2 		$11.8K Buy
223
+64
+40% +$3.94K ﹤0.01% 3288
2026
Q1 		$11K Hold
159
– – ﹤0.01% 3102
2025
Q4 		$7.11K Sell
159
-6
-4% -$285 ﹤0.01% 3238
2025
Q3 		$8.78K Buy
165
+8
+5% +$401 ﹤0.01% 2966
2025
Q2 		$7.17K Buy
157
+129
+461% +$5.27K ﹤0.01% 3119
2025
Q1 		$1.58K Hold
28
– – ﹤0.01% 3218
2024
Q4 		$1.87K Sell
28
-4
-13% -$217 ﹤0.01% 3127
2024
Q3 		$1.68K Buy
+32
New +$1.62K ﹤0.01% 2960
2023
Q2 		– Sell
-62
Closed -$930 – 3464
2023
Q1 		$930 Buy
+62
New +$2.57K ﹤0.01% 3089

Other funds holding CRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

IFP Advisors's CRC Position: Q3 2026 in Review

IFP Advisors increased its California Resources (CRC) stake by 11% in Q3 2026, buying an estimated $1.32K and bringing the position to 248 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

IFP Advisors first reported a position in CRC in Q1 2023 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • IFP Advisors held 248 shares of California Resources worth $12.6K as of Q3 2026.
  • IFP Advisors bought 25 California Resources shares in Q3 2026, an estimated $1.32K.
  • California Resources made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3243 holding.
  • IFP Advisors first reported a position in California Resources in Q1 2023 and has held it in 10 quarters since.
  • 183 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.