Private Wealth Management Group’s California Resources CRC Stock Holding History

Private Wealth Management 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
2026 Q3	$7.16K	Hold	141	–	–	﹤0.01%	748
2026 Q2	$7.46K	Hold	141	–	–	﹤0.01%	678
2026 Q1	$9.8K	Hold	141	–	–	﹤0.01%	527
2025 Q4	$6.3K	Buy	141 +43	+44%	+$2.04K	﹤0.01%	683
2025 Q3	$5.21K	Hold	98	–	–	﹤0.01%	778
2025 Q2	$4.48K	Buy	98 +89	+989%	+$3.64K	﹤0.01%	807
2025 Q1	$396	Sell	9 -68	-88%	-$3.23K	﹤0.01%	1428
2024 Q4	$4K	Sell	77 -24	-24%	-$1.3K	﹤0.01%	833
2024 Q3	$5.3K	Buy	101 +35	+53%	+$1.77K	﹤0.01%	711
2024 Q2	$3.51K	Buy	66 +31	+89%	+$1.58K	﹤0.01%	855
2024 Q1	$1.93K	Hold	35	–	–	﹤0.01%	985
2023 Q4	$1.91K	Buy	+35	New	+$1.84K	﹤0.01%	997

Other funds holding CRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Wealth Management Group's CRC Position: Q3 2026 in Review

Private Wealth Management Group held its California Resources (CRC) position steady in Q3 2026 at 141 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Private Wealth Management Group first reported a position in CRC in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.8K in Q1 2026. 148 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

Private Wealth Management Group held 141 shares of California Resources worth $7.16K as of Q3 2026.
Private Wealth Management Group left its California Resources share count unchanged in Q3 2026.
California Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #748 holding.
Private Wealth Management Group first reported a position in California Resources in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's California Resources position peaked at $9.8K in Q1 2026.
148 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.