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Portside Wealth Group’s California Resources CRC Stock Holding History

Portside Wealth 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
Q4 		– Sell
-3,835
Closed -$204K – 473
2025
Q3 		$204K Buy
+3,835
New +$192K 0.03% 459

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SG
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Portside Wealth Group's CRC Position: Q4 2025 in Review

Portside Wealth Group sold out of California Resources (CRC) in Q4 2025, closing a stake of 3,835 shares — an estimated $204K sold.

Portside Wealth Group first reported a position in CRC in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 324 funds tracked by Wall St. Rank hold CRC as of Q4 2025.

  • Portside Wealth Group reported no remaining California Resources position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 3,835 California Resources shares in Q4 2025, an estimated $204K.
  • Portside Wealth Group first reported a position in California Resources in Q3 2025 and held it in 1 quarter.
  • Portside Wealth Group's California Resources position peaked at $204K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held California Resources as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.