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TFC Financial Management’s California Resources CRC Stock Holding History

TFC Financial 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
2025
Q2 		– Sell
-1
Closed -$44 – 1000
2025
Q1 		$44 Hold
1
– – ﹤0.01% 904
2024
Q4 		$52 Hold
1
– – ﹤0.01% 902
2024
Q3 		$53 Buy
+1
New +$51 ﹤0.01% 920

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's CRC Position: Q2 2025 in Review

TFC Financial Management sold out of California Resources (CRC) in Q2 2025, closing a stake of 1 share — an estimated $44 sold.

TFC Financial Management first reported a position in CRC in Q3 2024 and held it in 3 quarters. The position peaked at $53 in Q3 2024. 304 funds tracked by Wall St. Rank hold CRC as of Q2 2025.

  • TFC Financial Management reported no remaining California Resources position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 California Resources share in Q2 2025, an estimated $44.
  • TFC Financial Management first reported a position in California Resources in Q3 2024 and held it in 3 quarters.
  • TFC Financial Management's California Resources position peaked at $53 in Q3 2024.
  • 304 funds tracked by Wall St. Rank held California Resources as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.