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IMA Advisory Services’s California Resources CRC Stock Holding History

IMA Advisory Services’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 		$1.8K Buy
34
+11
+48% +$677 ﹤0.01% 1118
2026
Q1 		$1.59K Sell
23
-35
-60% -$1.98K ﹤0.01% 700
2025
Q4 		$2.59K Buy
+58
New +$2.75K ﹤0.01% 600

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

IMA Advisory Services's CRC Position: Q2 2026 in Review

IMA Advisory Services increased its California Resources (CRC) stake by 48% in Q2 2026, buying an estimated $677 and bringing the position to 34 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

IMA Advisory Services first reported a position in CRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.59K in Q4 2025. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • IMA Advisory Services held 34 shares of California Resources worth $1.8K as of Q2 2026.
  • IMA Advisory Services bought 11 California Resources shares in Q2 2026, an estimated $677.
  • California Resources made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1118 holding.
  • IMA Advisory Services first reported a position in California Resources in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's California Resources position peaked at $2.59K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.