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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
-694
Closed -$31.7K – 493
2025
Q2 		$31.7K Sell
694
-70
-9% -$2.86K ﹤0.01% 495
2025
Q1 		$33.6K Buy
+764
New +$36.3K ﹤0.01% 501

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 694 shares — an estimated $31.7K sold.

Kestra Investment Management first reported a position in CRC in Q1 2025 and held it in 2 quarters. The position peaked at $33.6K in Q1 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 694 California Resources shares in Q3 2025, an estimated $31.7K.
  • 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 $33.6K in Q1 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.