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
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

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GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
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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

Wealth Enhancement Advisory Services's CRC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its California Resources (CRC) stake by 2.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 17,706 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Wealth Enhancement Advisory Services first reported a position in CRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,706 shares of California Resources worth $929K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 413 California Resources shares in Q2 2026, an estimated $25.4K.
  • California Resources made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2130 holding.
  • Wealth Enhancement Advisory Services first reported a position in California Resources in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's California Resources position peaked at $1.17M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.