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Synergy Investment Management’s California Resources CRC Stock Holding History

Synergy Investment 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 		$3.75K Hold
71
– – ﹤0.01% 813
2026
Q1 		$4.92K Buy
+71
New +$4.02K ﹤0.01% 581

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GDS
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Vanguard Portfolio Management
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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

Synergy Investment Management's CRC Position: Q2 2026 in Review

Synergy Investment Management held its California Resources (CRC) position steady in Q2 2026 at 71 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Synergy Investment Management first reported a position in CRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.92K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Synergy Investment Management held 71 shares of California Resources worth $3.75K as of Q2 2026.
  • Synergy Investment Management left its California Resources share count unchanged in Q2 2026.
  • California Resources made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #813 holding.
  • Synergy Investment Management first reported a position in California Resources in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's California Resources position peaked at $4.92K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.