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Bailard’s California Resources CRC Stock Holding History

Bailard’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 		$416K Buy
7,860
+1,600
+26% +$98.5K 0.01% 547
2026
Q1 		$433K Hold
6,260
– – 0.01% 516
2025
Q4 		$280K Sell
6,260
-3,540
-36% -$168K 0.01% 589
2025
Q3 		$521K Buy
+9,800
New +$491K 0.01% 485
2024
Q2 		– Sell
-5,700
Closed -$314K – 741
2024
Q1 		$314K Buy
+5,700
New +$298K 0.01% 560
2023
Q1 		– Sell
-6,436
Closed -$280K – 734
2022
Q4 		$280K Buy
6,436
+800
+14% +$35.1K 0.01% 530
2022
Q3 		$217K Sell
5,636
-3,800
-40% -$165K 0.01% 557
2022
Q2 		$363K Sell
9,436
-4,300
-31% -$184K 0.01% 439
2022
Q1 		$614K Sell
13,736
-1,000
-7% -$43.1K 0.02% 364
2021
Q4 		$629K Buy
+14,736
New +$630K 0.02% 363

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

Bailard's CRC Position: Q2 2026 in Review

Bailard increased its California Resources (CRC) stake by 26% in Q2 2026, buying an estimated $98.5K and bringing the position to 7,860 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #547.

Bailard first reported a position in CRC in Q4 2021 and has held it in 10 quarters since. The position peaked at $629K in Q4 2021. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Bailard held 7,860 shares of California Resources worth $416K as of Q2 2026.
  • Bailard bought 1,600 California Resources shares in Q2 2026, an estimated $98.5K.
  • California Resources made up 0.01% of Bailard's portfolio in Q2 2026, its #547 holding.
  • Bailard first reported a position in California Resources in Q4 2021 and has held it in 10 quarters since.
  • Bailard's California Resources position peaked at $629K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.