CRC — CALIFORNIA RES CORP

Ownership history in AE Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in CALIFORNIA RES CORP (CRC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 4,671 — — 0.00% $248K $52.39
% of Fund (quarterly)    CRC price (monthly, adj. close)

Other funds also holding CRC

As of 2025 Q4 — sorted by position size

Gimbel Daniel Scott 3Y 98.96% Sourcerock Group LLC 3Y 10.67% Palo Duro Investment Partners, LP 5.58% Clayton Partners LLC 3Y 4.86% Covalent Partners LLC 3Y 7Y 3.75% Kore Advisors LP 2.46% Hara Capital LLC 2.34% Channing Capital Management, LLC 3Y 7Y 1.83% Aristides Capital LLC 3Y 1.3% Covalis Capital LLP 3Y 7Y 1.2%
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