SVB Wealth’s California Resources CRC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-101	Closed	-$4.44K	–	769
2025 Q1	$4.44K	Buy	+101	New	+$4.79K	﹤0.01%	1054

Other funds holding CRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GDS

Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's CRC Position: Q2 2025 in Review

SVB Wealth sold out of California Resources (CRC) in Q2 2025, closing a stake of 101 shares — an estimated $4.44K sold.

SVB Wealth first reported a position in CRC in Q1 2025 and held it in 1 quarter. The position peaked at $4.44K in Q1 2025. 304 funds tracked by Wall St. Rank hold CRC as of Q2 2025.

SVB Wealth reported no remaining California Resources position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 101 California Resources shares in Q2 2025, an estimated $4.44K.
SVB Wealth first reported a position in California Resources in Q1 2025 and held it in 1 quarter.
SVB Wealth's California Resources position peaked at $4.44K in Q1 2025.
304 funds tracked by Wall St. Rank held California Resources as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.