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Spire Wealth Management’s California Resources CRC Stock Holding History

Spire 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
Q1 		– Sell
-530
Closed -$23.7K – 2290
2025
Q4 		$23.7K Sell
530
-1,695
-76% -$80.4K ﹤0.01% 1423
2025
Q3 		$118K Hold
2,225
– – ﹤0.01% 935
2025
Q2 		$102K Sell
2,225
-118
-5% -$4.82K ﹤0.01% 965
2025
Q1 		$103K Buy
2,343
+178
+8% +$8.45K ﹤0.01% 1022
2024
Q4 		$112K Buy
2,165
+70
+3% +$3.8K ﹤0.01% 991
2024
Q3 		$110K Hold
2,095
– – ﹤0.01% 885
2024
Q2 		$111K Buy
2,095
+285
+16% +$14.5K ﹤0.01% 867
2024
Q1 		$99.7K Hold
1,810
– – ﹤0.01% 988
2023
Q4 		$91.5K Sell
1,810
-6
-0.3% -$315 ﹤0.01% 1014
2023
Q3 		$102K Sell
1,816
-134
-7% -$7.13K ﹤0.01% 950
2023
Q2 		$88.3K Hold
1,950
– – ﹤0.01% 1007
2023
Q1 		$75.1K Buy
1,950
+575
+42% +$23.8K ﹤0.01% 1053
2022
Q4 		$60K Buy
1,375
+125
+10% +$5.48K ﹤0.01% 923
2022
Q3 		$48K Sell
1,250
-700
-36% -$30.4K ﹤0.01% 963
2022
Q2 		$75K Sell
1,950
-1,790
-48% -$76.8K ﹤0.01% 1142
2022
Q1 		$167K Buy
3,740
+2,990
+399% +$129K ﹤0.01% 961
2021
Q4 		$32K Buy
+750
New +$32.1K ﹤0.01% 1913

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Spire Wealth Management's CRC Position: Q1 2026 in Review

Spire Wealth Management sold out of California Resources (CRC) in Q1 2026, closing a stake of 530 shares — an estimated $23.7K sold.

Spire Wealth Management first reported a position in CRC in Q4 2021 and held it in 17 quarters. The position peaked at $167K in Q1 2022. 354 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • Spire Wealth Management reported no remaining California Resources position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 530 California Resources shares in Q1 2026, an estimated $23.7K.
  • Spire Wealth Management first reported a position in California Resources in Q4 2021 and held it in 17 quarters.
  • Spire Wealth Management's California Resources position peaked at $167K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.