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Park Square Financial Group’s California Resources CRC Stock Holding History

Park Square 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
2025
Q3 		– Sell
-36
Closed -$1.64K – 401
2025
Q2 		$1.64K Buy
+36
New +$1.47K ﹤0.01% 920
2025
Q1 		– Sell
-44
Closed -$2.28K – 985
2024
Q4 		$2.28K Buy
+44
New +$2.39K ﹤0.01% 813

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 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
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park Square Financial Group's CRC Position: Q3 2025 in Review

Park Square Financial Group sold out of California Resources (CRC) in Q3 2025, closing a stake of 36 shares — an estimated $1.64K sold.

Park Square Financial Group first reported a position in CRC in Q4 2024 and held it in 2 quarters. The position peaked at $2.28K in Q4 2024. 346 funds tracked by Wall St. Rank hold CRC as of Q3 2025.

  • Park Square Financial Group reported no remaining California Resources position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 36 California Resources shares in Q3 2025, an estimated $1.64K.
  • Park Square Financial Group first reported a position in California Resources in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's California Resources position peaked at $2.28K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held California Resources as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.