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Institute for Wealth Management’s California Resources CRC Stock Holding History

Institute for 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
Q2 		$31.3K Sell
592
-2,373
-80% -$146K ﹤0.01% 1005
2026
Q1 		$205K Buy
+2,965
New +$168K 0.02% 522
2022
Q3 		– Sell
-15,140
Closed -$583K – 474
2022
Q2 		$583K Buy
15,140
+8,500
+128% +$364K 0.11% 237
2022
Q1 		$297K Buy
+6,640
New +$286K 0.05% 429

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's CRC Position: Q2 2026 in Review

Institute for Wealth Management reduced its California Resources (CRC) stake by 80% in Q2 2026, selling an estimated $146K and leaving 592 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Institute for Wealth Management first reported a position in CRC in Q1 2022 and has held it in 4 quarters since. The position peaked at $583K in Q2 2022. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Institute for Wealth Management held 592 shares of California Resources worth $31.3K as of Q2 2026.
  • Institute for Wealth Management sold 2,373 California Resources shares in Q2 2026, an estimated $146K.
  • California Resources made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Institute for Wealth Management first reported a position in California Resources in Q1 2022 and has held it in 4 quarters since.
  • Institute for Wealth Management's California Resources position peaked at $583K in Q2 2022.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.