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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
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

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 $3.37T 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

True Wealth Design's CRC Position: Q2 2026 in Review

True Wealth Design reduced its California Resources (CRC) stake by 3.7% in Q2 2026, selling an estimated $862 and leaving 360 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

True Wealth Design first reported a position in CRC in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.9K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • True Wealth Design held 360 shares of California Resources worth $19K as of Q2 2026.
  • True Wealth Design sold 14 California Resources shares in Q2 2026, an estimated $862.
  • California Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #829 holding.
  • True Wealth Design first reported a position in California Resources in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's California Resources position peaked at $25.9K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.