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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return