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 Q2	$3.01M	Buy	56,923 +52,853	+1,299%	+$3.25M	0.04%	467
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

GDS

Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kingsview Wealth Management's CRC Position: Q2 2026 in Review

Kingsview Wealth Management increased its California Resources (CRC) stake by 1,299% in Q2 2026, buying an estimated $3.25M and bringing the position to 56,923 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #467.

Kingsview Wealth Management first reported a position in CRC in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.13M in Q3 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

Kingsview Wealth Management held 56,923 shares of California Resources worth $3.01M as of Q2 2026.
Kingsview Wealth Management bought 52,853 California Resources shares in Q2 2026, an estimated $3.25M.
California Resources made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #467 holding.
Kingsview Wealth Management first reported a position in California Resources in Q3 2023 and has held it in 11 quarters since.
Kingsview Wealth Management's California Resources position peaked at $4.13M in Q3 2025.
363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.