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Pinnacle Wealth Planning Services’s California Resources CRC Stock Holding History

Pinnacle Wealth Planning Services’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 		$251K Sell
4,753
-55
-1% -$3.39K 0.02% 436
2026
Q1 		$333K Buy
4,808
+494
+11% +$28K 0.03% 306
2025
Q4 		$193K Buy
4,314
+69
+2% +$3.27K 0.02% 476
2025
Q3 		$226K Buy
+4,245
New +$213K 0.03% 414

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

Pinnacle Wealth Planning Services's CRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its California Resources (CRC) stake by 1.1% in Q2 2026, selling an estimated $3.39K and leaving 4,753 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #436.

Pinnacle Wealth Planning Services first reported a position in CRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,753 shares of California Resources worth $251K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 55 California Resources shares in Q2 2026, an estimated $3.39K.
  • California Resources made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #436 holding.
  • Pinnacle Wealth Planning Services first reported a position in California Resources in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's California Resources position peaked at $333K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.