Advisors Asset Management’s California Resources CRC Stock Holding History

Advisors Asset Management’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	$27K	Buy	+510	New	+$31.4K	﹤0.01%	1337
2023 Q1	–	Sell	-203	Closed	-$8.83K	–	1459
2022 Q4	$8.83K	Buy	+203	New	+$8.9K	﹤0.01%	1454
2022 Q1	–	Sell	-3,133	Closed	-$134K	–	1504
2021 Q4	$134K	Hold	3,133	–	–	﹤0.01%	1326
2021 Q3	$128K	Hold	3,133	–	–	﹤0.01%	1278
2021 Q2	$94.4K	Hold	3,133	–	–	﹤0.01%	1312
2021 Q1	$151K	Hold	3,133	–	–	﹤0.01%	1266
2020 Q4	$73.9M	Buy	+3,133	New	+$57.5K	1.15%	9

Other funds holding CRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Advisors Asset Management's CRC Position: Q2 2026 in Review

Advisors Asset Management opened a new position in California Resources (CRC) in Q2 2026: 510 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in CRC as recently as Q4 2022.

Advisors Asset Management first reported a position in CRC in Q4 2020 and has held it in 7 quarters since. The position peaked at $73.9M in Q4 2020. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

Advisors Asset Management held 510 shares of California Resources worth $27K as of Q2 2026.
California Resources was a new Advisors Asset Management position in Q2 2026.
California Resources made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1337 holding.
Advisors Asset Management first reported a position in California Resources in Q4 2020 and has held it in 7 quarters since.
Advisors Asset Management's California Resources position peaked at $73.9M in Q4 2020.
364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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