LPL Financial’s California Resources CRC Stock Holding History

LPL Financial’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	$711K	Buy	13,456 +615	+5%	+$37.9K	﹤0.01%	4730
2026 Q1	$889K	Buy	12,841 +2,658	+26%	+$150K	﹤0.01%	4282
2025 Q4	$455K	Sell	10,183 -20,207	-66%	-$959K	﹤0.01%	4795
2025 Q3	$1.62M	Buy	30,390 +4,070	+15%	+$204K	﹤0.01%	3513
2025 Q2	$1.2M	Buy	26,320 +2,137	+9%	+$87.3K	﹤0.01%	3584
2025 Q1	$1.06M	Buy	+24,183	New	+$1.15M	﹤0.01%	3504
2023 Q1	–	Sell	-8,080	Closed	-$352K	–	4504
2022 Q4	$352K	Buy	8,080 +2,272	+39%	+$99.6K	﹤0.01%	3540
2022 Q3	$223K	Buy	+5,808	New	+$252K	﹤0.01%	3840
2021 Q4	–	Sell	-7,400	Closed	-$303K	–	4361
2021 Q3	$303K	Buy	+7,400	New	+$242K	﹤0.01%	3637

Other funds holding CRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LPL Financial's CRC Position: Q2 2026 in Review

LPL Financial increased its California Resources (CRC) stake by 4.8% in Q2 2026, buying an estimated $37.9K and bringing the position to 13,456 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #4730.

LPL Financial first reported a position in CRC in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 149 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

LPL Financial held 13,456 shares of California Resources worth $711K as of Q2 2026.
LPL Financial bought 615 California Resources shares in Q2 2026, an estimated $37.9K.
California Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4730 holding.
LPL Financial first reported a position in California Resources in Q3 2021 and has held it in 9 quarters since.
LPL Financial's California Resources position peaked at $1.62M in Q3 2025.
149 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.