MFG
CRC icon

Merit Financial Group’s California Resources CRC Stock Holding History

Merit 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
Q2 		$290K Sell
5,480
-227
-4% -$14K ﹤0.01% 1836
2026
Q1 		$395K Sell
5,707
-277
-5% -$15.7K ﹤0.01% 1509
2025
Q4 		$268K Sell
5,984
-206
-3% -$9.77K ﹤0.01% 1631
2025
Q3 		$329K Buy
6,190
+1,067
+21% +$53.5K ﹤0.01% 1388
2025
Q2 		$234K Buy
+5,123
New +$209K ﹤0.01% 1471

Other funds holding CRC

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Merit Financial Group's CRC Position: Q2 2026 in Review

Merit Financial Group reduced its California Resources (CRC) stake by 4% in Q2 2026, selling an estimated $14K and leaving 5,480 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Merit Financial Group first reported a position in CRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $395K in Q1 2026. 41 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Merit Financial Group held 5,480 shares of California Resources worth $290K as of Q2 2026.
  • Merit Financial Group sold 227 California Resources shares in Q2 2026, an estimated $14K.
  • California Resources made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1836 holding.
  • Merit Financial Group first reported a position in California Resources in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's California Resources position peaked at $395K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.