VWA
CRC icon

Valued Wealth Advisors’s California Resources CRC Stock Holding History

Valued 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 		$2.96K Sell
56
-363
-87% -$22.4K ﹤0.01% 581
2026
Q1 		$29K Buy
+419
New +$23.7K 0.01% 144

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's CRC Position: Q2 2026 in Review

Valued Wealth Advisors reduced its California Resources (CRC) stake by 87% in Q2 2026, selling an estimated $22.4K and leaving 56 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Valued Wealth Advisors first reported a position in CRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $29K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Valued Wealth Advisors held 56 shares of California Resources worth $2.96K as of Q2 2026.
  • Valued Wealth Advisors sold 363 California Resources shares in Q2 2026, an estimated $22.4K.
  • California Resources made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • Valued Wealth Advisors first reported a position in California Resources in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's California Resources position peaked at $29K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.