MassMutual Private Wealth & Trust’s California Resources CRC Stock Holding History

MassMutual Private Wealth & Trust’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	$16.6K	Sell	314 -47	-13%	-$2.89K	﹤0.01%	1180
2026 Q1	$25K	Buy	361 +11	+3%	+$622	﹤0.01%	1011
2025 Q4	$15.7K	Buy	350 +5	+1%	+$237	﹤0.01%	1216
2025 Q3	$18.3K	Hold	345	–	–	﹤0.01%	1151
2025 Q2	$15.8K	Buy	345 +253	+275%	+$10.3K	﹤0.01%	1200
2025 Q1	$4.04K	Buy	92 +82	+820%	+$3.89K	﹤0.01%	1682
2024 Q4	$519	Sell	10 -36	-78%	-$1.96K	﹤0.01%	2137
2024 Q3	$2.41K	Sell	46 -12	-21%	-$607	﹤0.01%	1605
2024 Q2	$3.09K	Buy	58 +21	+57%	+$1.07K	﹤0.01%	1488
2024 Q1	$2.04K	Sell	37 -5	-12%	-$261	﹤0.01%	1538
2023 Q4	$2.3K	Buy	+42	New	+$2.21K	﹤0.01%	1460

Other funds holding CRC

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return