Larson Financial Group
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Larson Financial Group’s California Resources CRC Stock Holding History

Larson Financial Group’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
Q3 		$113K Buy
2,228
+236
+12% +$12.5K ﹤0.01% 1182
2026
Q2 		$105K Buy
1,992
+24
+1% +$1.48K ﹤0.01% 1156
2026
Q1 		$136K Sell
1,968
-58
-3% -$3.28K ﹤0.01% 857
2025
Q4 		$90.6K Sell
2,026
-26
-1% -$1.23K ﹤0.01% 966
2025
Q3 		$109K Buy
2,052
+33
+2% +$1.65K ﹤0.01% 869
2025
Q2 		$92.2K Buy
2,019
+1,380
+216% +$56.4K ﹤0.01% 870
2025
Q1 		$28.1K Buy
639
+466
+269% +$22.1K ﹤0.01% 1234
2024
Q4 		$8.98K Sell
173
-21
-11% -$1.14K ﹤0.01% 1521
2024
Q3 		$10.2K Buy
194
+191
+6,367% +$9.7K ﹤0.01% 1474
2024
Q2 		$160 Buy
+3
New +$153 ﹤0.01% 2130

Other funds holding CRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Larson Financial Group's CRC Position: Q3 2026 in Review

Larson Financial Group increased its California Resources (CRC) stake by 12% in Q3 2026, buying an estimated $12.5K and bringing the position to 2,228 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Larson Financial Group first reported a position in CRC in Q2 2024 and has held it in 10 quarters since. The position peaked at $136K in Q1 2026. 148 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Larson Financial Group held 2,228 shares of California Resources worth $113K as of Q3 2026.
  • Larson Financial Group bought 236 California Resources shares in Q3 2026, an estimated $12.5K.
  • California Resources made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1182 holding.
  • Larson Financial Group first reported a position in California Resources in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's California Resources position peaked at $136K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.