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Steward Partners Investment Advisory’s California Resources CRC Stock Holding History

Steward Partners Investment Advisory’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 		$846 Buy
+16
New +$985 ﹤0.01% 4407
2026
Q1 		– Sell
-582
Closed -$26K – 4456
2025
Q4 		$26K Buy
+582
New +$27.6K ﹤0.01% 3025
2025
Q1 		– Sell
-16
Closed -$830 – 4039
2024
Q4 		$830 Buy
+16
New +$869 ﹤0.01% 3785

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CRC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in California Resources (CRC) in Q2 2026: 16 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #4407 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CRC as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in CRC in Q4 2024 and has held it in 3 quarters since. The position peaked at $26K in Q4 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Steward Partners Investment Advisory held 16 shares of California Resources worth $846 as of Q2 2026.
  • California Resources was a new Steward Partners Investment Advisory position in Q2 2026.
  • California Resources made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4407 holding.
  • Steward Partners Investment Advisory first reported a position in California Resources in Q4 2024 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's California Resources position peaked at $26K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.