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 Q2	$7.46K	Hold	141	–	–	﹤0.01%	678
2026 Q1	$9.76K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Private Wealth Management Group's CRC Position: Q2 2026 in Review

Private Wealth Management Group held its California Resources (CRC) position steady in Q2 2026 at 141 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Private Wealth Management Group first reported a position in CRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.76K in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

Private Wealth Management Group held 141 shares of California Resources worth $7.46K as of Q2 2026.
Private Wealth Management Group left its California Resources share count unchanged in Q2 2026.
California Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #678 holding.
Private Wealth Management Group first reported a position in California Resources in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's California Resources position peaked at $9.76K in Q1 2026.
364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.