PWMG
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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
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
BlackRock New York $5.7T 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 $2.38B 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