IWC
CRC icon

Integrated Wealth Concepts’s California Resources CRC Stock Holding History

Integrated Wealth Concepts’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 		$109K Buy
+2,056
New +$127K ﹤0.01% 2747

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

Integrated Wealth Concepts's CRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in California Resources (CRC) in Q2 2026: 2,056 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #2747 among its holdings.

363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Integrated Wealth Concepts held 2,056 shares of California Resources worth $109K as of Q2 2026.
  • California Resources was a new Integrated Wealth Concepts position in Q2 2026.
  • California Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2747 holding.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.