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Twin Peaks Wealth Advisors’s California Resources CRC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-40
Closed -$2.77K – 654
2026
Q1 		$2.77K Buy
+40
New +$2.26K ﹤0.01% 1601
2025
Q3 		– Sell
-90
Closed -$4.37K – 580
2025
Q2 		$4.37K Buy
+90
New +$3.68K ﹤0.01% 1369

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

Twin Peaks Wealth Advisors's CRC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of California Resources (CRC) in Q2 2026, closing a stake of 40 shares — an estimated $2.77K sold.

Twin Peaks Wealth Advisors first reported a position in CRC in Q2 2025 and held it in 2 quarters. The position peaked at $4.37K in Q2 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 40 California Resources shares in Q2 2026, an estimated $2.77K.
  • Twin Peaks Wealth Advisors first reported a position in California Resources in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's California Resources position peaked at $4.37K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.