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Raffa Wealth Management’s California Resources CRC Stock Holding History

Raffa Wealth Management’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 		– Sell
-1
Closed -$69 – 1612
2026
Q1 		$69 Buy
+1
New +$57 ﹤0.01% 1348

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GDS
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raffa Wealth Management's CRC Position: Q2 2026 in Review

Raffa Wealth Management sold out of California Resources (CRC) in Q2 2026, closing a stake of 1 share — an estimated $69 sold.

Raffa Wealth Management first reported a position in CRC in Q1 2026 and held it in 1 quarter. The position peaked at $69 in Q1 2026. 339 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Raffa Wealth Management reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 1 California Resources share in Q2 2026, an estimated $69.
  • Raffa Wealth Management first reported a position in California Resources in Q1 2026 and held it in 1 quarter.
  • Raffa Wealth Management's California Resources position peaked at $69 in Q1 2026.
  • 339 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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