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Orion Portfolio Solutions’s California Resources CRC Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$314K Buy
7,143
+454
+7% +$21.5K ﹤0.01% 1605
2024
Q4 		$347K Sell
6,689
-242
-3% -$13.1K ﹤0.01% 1485
2024
Q3 		$364K Sell
6,931
-3,952
-36% -$200K ﹤0.01% 1442
2024
Q2 		$579K Sell
10,883
-2,202
-17% -$112K 0.01% 1224
2024
Q1 		$721K Buy
13,085
+2,182
+20% +$114K 0.01% 1126
2023
Q4 		$567K Sell
10,903
-86
-0.8% -$4.52K 0.01% 1159
2023
Q3 		$615K Buy
+10,989
New +$585K 0.01% 1129

Other funds holding CRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Orion Portfolio Solutions's CRC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its California Resources (CRC) stake by 6.8% in Q1 2025, buying an estimated $21.5K and bringing the position to 7,143 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Orion Portfolio Solutions first reported a position in CRC in Q3 2023 and has held it in 7 quarters since. The position peaked at $721K in Q1 2024. 279 funds tracked by Wall St. Rank hold CRC as of Q1 2025.

  • Orion Portfolio Solutions held 7,143 shares of California Resources worth $314K as of Q1 2025.
  • Orion Portfolio Solutions bought 454 California Resources shares in Q1 2025, an estimated $21.5K.
  • California Resources made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1605 holding.
  • Orion Portfolio Solutions first reported a position in California Resources in Q3 2023 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's California Resources position peaked at $721K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held California Resources as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.