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JFS Wealth Advisors’s California Resources CRC Stock Holding History

JFS Wealth 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
Q2 		$2.43K Buy
46
+21
+84% +$1.29K ﹤0.01% 1549
2026
Q1 		$1.73K Sell
25
-8
-24% -$453 ﹤0.01% 1551
2025
Q4 		$1.48K Buy
33
+18
+120% +$854 ﹤0.01% 1630
2025
Q3 		$798 Buy
15
+3
+25% +$150 ﹤0.01% 1667
2025
Q2 		$549 Sell
12
-10
-45% -$409 ﹤0.01% 1683
2025
Q1 		$968 Sell
22
-35
-61% -$1.66K ﹤0.01% 1653
2024
Q4 		$2.96K Buy
57
+9
+19% +$489 ﹤0.01% 1322
2024
Q3 		$2.52K Sell
48
-3
-6% -$152 ﹤0.01% 1393
2024
Q2 		$2.71K Buy
51
+8
+19% +$408 ﹤0.01% 1318
2024
Q1 		$2.37K Hold
43
– – ﹤0.01% 1381
2023
Q4 		$2.35K Sell
43
-5
-10% -$263 ﹤0.01% 1356
2023
Q3 		$2.69K Buy
48
+21
+78% +$1.12K ﹤0.01% 1243
2023
Q2 		$1.22K Buy
27
+17
+170% +$690 ﹤0.01% 1542
2023
Q1 		$385 Sell
10
-14
-58% -$579 ﹤0.01% 1750
2022
Q4 		$1.04K Buy
24
+1
+4% +$44 ﹤0.01% 1587
2022
Q3 		$1K Buy
23
+6
+35% +$261 ﹤0.01% 1519
2022
Q2 		$1K Buy
17
+7
+70% +$300 ﹤0.01% 1493
2022
Q1 		$0 Buy
10
+8
+400% +$345 ﹤0.01% 1840
2021
Q4 		$0 Buy
+2
New +$86 ﹤0.01% 1741

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

JFS Wealth Advisors's CRC Position: Q2 2026 in Review

JFS Wealth Advisors increased its California Resources (CRC) stake by 84% in Q2 2026, buying an estimated $1.29K and bringing the position to 46 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

JFS Wealth Advisors first reported a position in CRC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96K in Q4 2024. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of California Resources worth $2.43K as of Q2 2026.
  • JFS Wealth Advisors bought 21 California Resources shares in Q2 2026, an estimated $1.29K.
  • California Resources made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1549 holding.
  • JFS Wealth Advisors first reported a position in California Resources in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's California Resources position peaked at $2.96K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.