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Wealth Preservation Advisors’s California Resources CRC Stock Holding History

Wealth Preservation 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
-117
Closed -$8.1K – 268
2026
Q1 		$8.1K Hold
117
– – 0.01% 434
2025
Q4 		$5.23K Hold
117
– – ﹤0.01% 375
2025
Q3 		$6.22K Hold
117
– – ﹤0.01% 340
2025
Q2 		$5.34K Hold
117
– – ﹤0.01% 355
2025
Q1 		$5.14K Buy
+117
New +$5.55K ﹤0.01% 376

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

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

Wealth Preservation Advisors sold out of California Resources (CRC) in Q2 2026, closing a stake of 117 shares — an estimated $8.1K sold.

Wealth Preservation Advisors first reported a position in CRC in Q1 2025 and held it in 5 quarters. The position peaked at $8.1K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 117 California Resources shares in Q2 2026, an estimated $8.1K.
  • Wealth Preservation Advisors first reported a position in California Resources in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's California Resources position peaked at $8.1K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.