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SHP Wealth Management’s California Resources CRC Stock Holding History

SHP 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 		$370 Buy
+7
New +$431 ﹤0.01% 1797

Other funds holding CRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
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

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

SHP Wealth Management opened a new position in California Resources (CRC) in Q2 2026: 7 shares worth $370. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • SHP Wealth Management held 7 shares of California Resources worth $370 as of Q2 2026.
  • California Resources was a new SHP Wealth Management position in Q2 2026.
  • California Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1797 holding.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.