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Moody National Bank Trust Division’s California Resources CRC Stock Holding History

Moody National Bank Trust Division’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 		$482K Buy
9,482
+24
+0.3% +$1.27K 0.04% 352
2026
Q2 		$500K Buy
+9,458
New +$582K 0.04% 342

Other funds holding CRC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Moody National Bank Trust Division's CRC Position: Q3 2026 in Review

Moody National Bank Trust Division increased its California Resources (CRC) stake by 0.25% in Q3 2026, buying an estimated $1.27K and bringing the position to 9,482 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #352.

Moody National Bank Trust Division first reported a position in CRC in Q2 2026 and has held it in 2 quarters since. The position peaked at $500K in Q2 2026. 33 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Moody National Bank Trust Division held 9,482 shares of California Resources worth $482K as of Q3 2026.
  • Moody National Bank Trust Division bought 24 California Resources shares in Q3 2026, an estimated $1.27K.
  • California Resources made up 0.04% of Moody National Bank Trust Division's portfolio in Q3 2026, its #352 holding.
  • Moody National Bank Trust Division first reported a position in California Resources in Q2 2026 and has held it in 2 quarters since.
  • Moody National Bank Trust Division's California Resources position peaked at $500K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.