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Medallion Wealth Advisors’s California Resources CRC Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-100
Closed -$4.47K – 1127
2025
Q4 		$4.47K Buy
+100
New +$4.74K ﹤0.01% 881
2025
Q3 		– Sell
-100
Closed -$4.61K – 1109
2025
Q2 		$4.61K Hold
100
– – ﹤0.01% 847
2025
Q1 		$4.53K Buy
+100
New +$4.75K ﹤0.01% 804

Other funds holding CRC

BlackRock
BlackRock New York $5.72T 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 $2.48B 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

Medallion Wealth Advisors's CRC Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of California Resources (CRC) in Q1 2026, closing a stake of 100 shares — an estimated $4.47K sold.

Medallion Wealth Advisors first reported a position in CRC in Q1 2025 and held it in 3 quarters. The position peaked at $4.61K in Q2 2025. 353 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining California Resources position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 100 California Resources shares in Q1 2026, an estimated $4.47K.
  • Medallion Wealth Advisors first reported a position in California Resources in Q1 2025 and held it in 3 quarters.
  • Medallion Wealth Advisors's California Resources position peaked at $4.61K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.