KWM
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Kingsview Wealth Management’s California Resources CRC Stock Holding History

Kingsview Wealth 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
2026
Q1 		$282K Sell
4,070
-75,403
-95% -$4.27M ﹤0.01% 1113
2025
Q4 		$3.55M Buy
79,473
+1,810
+2% +$85.9K 0.05% 345
2025
Q3 		$4.13M Buy
77,663
+2,757
+4% +$138K 0.06% 310
2025
Q2 		$3.42M Buy
+74,906
New +$3.06M 0.06% 313
2025
Q1 		– Sell
-4,021
Closed -$209K – 1104
2024
Q4 		$209K Hold
4,021
– – ﹤0.01% 1046
2024
Q3 		$211K Hold
4,021
– – ﹤0.01% 1022
2024
Q2 		$214K Hold
4,021
– – 0.01% 965
2024
Q1 		$222K Hold
4,021
– – 0.01% 932
2023
Q4 		$220K Hold
4,021
– – 0.01% 870
2023
Q3 		$225K Buy
+4,021
New +$214K 0.01% 846

Other funds holding CRC

BlackRock
BlackRock New York $5.7T 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
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return