True Wealth Design
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True Wealth Design’s California Resources CRC Stock Holding History

True Wealth Design’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
Q3 		$21.5K Buy
424
+64
+18% +$3.39K 0.01% 801
2026
Q2 		$19K Sell
360
-14
-4% -$862 ﹤0.01% 829
2026
Q1 		$25.9K Sell
374
-36
-9% -$2.04K 0.01% 613
2025
Q4 		$18.3K Buy
410
+23
+6% +$1.09K 0.01% 641
2025
Q3 		$20.6K Buy
387
+33
+9% +$1.65K 0.01% 602
2025
Q2 		$16.2K Buy
354
+346
+4,325% +$14.1K 0.01% 440
2025
Q1 		$352 Buy
+8
New +$380 ﹤0.01% 1707

Other funds holding CRC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's CRC Position: Q3 2026 in Review

True Wealth Design increased its California Resources (CRC) stake by 18% in Q3 2026, buying an estimated $3.39K and bringing the position to 424 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #801.

True Wealth Design first reported a position in CRC in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.9K in Q1 2026. 47 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • True Wealth Design held 424 shares of California Resources worth $21.5K as of Q3 2026.
  • True Wealth Design bought 64 California Resources shares in Q3 2026, an estimated $3.39K.
  • California Resources made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #801 holding.
  • True Wealth Design first reported a position in California Resources in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's California Resources position peaked at $25.9K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.