Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s California Resources CRC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.05M Buy
19,863
+2,157
+12% +$114K ﹤0.01% 2141
2026
Q2 		$929K Buy
17,706
+413
+2% +$25.4K ﹤0.01% 2130
2026
Q1 		$1.17M Buy
17,293
+2,284
+15% +$129K ﹤0.01% 1699
2025
Q4 		$696K Sell
15,009
-5,787
-28% -$275K ﹤0.01% 2222
2025
Q3 		$1.11M Buy
20,796
+7,577
+57% +$380K ﹤0.01% 1783
2025
Q2 		$624K Buy
+13,219
New +$540K ﹤0.01% 2056

Other funds holding CRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its California Resources (CRC) stake by 12% in Q3 2026, buying an estimated $114K and bringing the position to 19,863 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Wealth Enhancement Advisory Services first reported a position in CRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 172 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,863 shares of California Resources worth $1.05M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,157 California Resources shares in Q3 2026, an estimated $114K.
  • California Resources made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2141 holding.
  • Wealth Enhancement Advisory Services first reported a position in California Resources in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's California Resources position peaked at $1.17M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.