Jones Financial Companies
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Jones Financial Companies’s California Resources CRC Stock Holding History

Jones Financial Companies’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 		$49.9K Buy
929
+50
+6% +$3.08K ﹤0.01% 3133
2026
Q1 		$60.5K Sell
879
-15
-2% -$849 ﹤0.01% 2880
2025
Q4 		$40K Buy
+894
New +$42.4K ﹤0.01% 2635

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GDS
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Vanguard Portfolio Management
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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

Jones Financial Companies's CRC Position: Q2 2026 in Review

Jones Financial Companies increased its California Resources (CRC) stake by 5.7% in Q2 2026, buying an estimated $3.08K and bringing the position to 929 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Jones Financial Companies first reported a position in CRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $60.5K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Jones Financial Companies held 929 shares of California Resources worth $49.9K as of Q2 2026.
  • Jones Financial Companies bought 50 California Resources shares in Q2 2026, an estimated $3.08K.
  • California Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3133 holding.
  • Jones Financial Companies first reported a position in California Resources in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's California Resources position peaked at $60.5K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.