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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
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 $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
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its California Resources (CRC) stake by 11% in Q1 2026, buying an estimated $28K and bringing the position to 4,808 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #306.

Pinnacle Wealth Planning Services first reported a position in CRC in Q3 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,808 shares of California Resources worth $333K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 494 California Resources shares in Q1 2026, an estimated $28K.
  • California Resources made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #306 holding.
  • Pinnacle Wealth Planning Services first reported a position in California Resources in Q3 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.