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Root Financial Partners’s California Resources CRC Stock Holding History

Root Financial Partners’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
-175
Closed -$12.1K – 1013
2026
Q1 		$12.1K Hold
175
– – ﹤0.01% 1582
2025
Q4 		$7.82K Buy
175
+15
+9% +$712 ﹤0.01% 1607
2025
Q3 		$8.51K Buy
+160
New +$8.02K ﹤0.01% 1515

Other funds holding CRC

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's CRC Position: Q2 2026 in Review

Root Financial Partners sold out of California Resources (CRC) in Q2 2026, closing a stake of 175 shares — an estimated $12.1K sold.

Root Financial Partners first reported a position in CRC in Q3 2025 and held it in 3 quarters. The position peaked at $12.1K in Q1 2026. 75 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Root Financial Partners reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 175 California Resources shares in Q2 2026, an estimated $12.1K.
  • Root Financial Partners first reported a position in California Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's California Resources position peaked at $12.1K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.