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Physician Wealth Advisors’s California Resources CRC Stock Holding History

Physician 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
Q2 		$1.59K Sell
30
-14
-32% -$862 ﹤0.01% 1608
2026
Q1 		$3.05K Hold
44
– – ﹤0.01% 1174
2025
Q4 		$1.97K Buy
44
+30
+214% +$1.42K ﹤0.01% 1296
2025
Q3 		$745 Hold
14
– – ﹤0.01% 1713
2025
Q2 		$640 Sell
14
-2
-13% -$82 ﹤0.01% 1641
2025
Q1 		$704 Buy
+16
New +$759 ﹤0.01% 1274

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
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Physician Wealth Advisors's CRC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its California Resources (CRC) stake by 32% in Q2 2026, selling an estimated $862 and leaving 30 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Physician Wealth Advisors first reported a position in CRC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05K in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Physician Wealth Advisors held 30 shares of California Resources worth $1.59K as of Q2 2026.
  • Physician Wealth Advisors sold 14 California Resources shares in Q2 2026, an estimated $862.
  • California Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1608 holding.
  • Physician Wealth Advisors first reported a position in California Resources in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's California Resources position peaked at $3.05K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.