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Kestra Investment Management’s California Resources CRC Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-1,458
Closed -$65.3K – 550
2025
Q2 		$65.3K Buy
1,458
+694
+91% +$28.4K ﹤0.01% 534
2025
Q1 		$33.6K Buy
+764
New +$36.3K ﹤0.01% 501

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Investment Management's CRC Position: Q3 2025 in Review

Kestra Investment Management sold out of California Resources (CRC) in Q3 2025, closing a stake of 1,458 shares — an estimated $65.3K sold.

Kestra Investment Management first reported a position in CRC in Q1 2025 and held it in 2 quarters. The position peaked at $65.3K in Q2 2025. 346 funds tracked by Wall St. Rank hold CRC as of Q3 2025.

  • Kestra Investment Management reported no remaining California Resources position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,458 California Resources shares in Q3 2025, an estimated $65.3K.
  • Kestra Investment Management first reported a position in California Resources in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's California Resources position peaked at $65.3K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held California Resources as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.