IEQ Capital’s California Resources CRC Stock Holding History

IEQ Capital’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 Q3	$502K	Sell	9,879 -5,964	-38%	-$316K	﹤0.01%	1378
2026 Q2	$838K	Sell	15,843 -26,688	-63%	-$1.64M	﹤0.01%	1185
2026 Q1	$2.94M	Sell	42,531 -13,197	-24%	-$747K	0.01%	645
2025 Q4	$2.49M	Sell	55,728 -29,194	-34%	-$1.39M	0.01%	721
2025 Q3	$4.52M	Buy	84,922 +51,815	+157%	+$2.6M	0.01%	513
2025 Q2	$1.51M	Buy	+33,107	New	+$1.35M	0.01%	728

Other funds holding CRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

IEQ Capital's CRC Position: Q3 2026 in Review

IEQ Capital reduced its California Resources (CRC) stake by 38% in Q3 2026, selling an estimated $316K and leaving 9,879 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

IEQ Capital first reported a position in CRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.52M in Q3 2025. 183 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

IEQ Capital held 9,879 shares of California Resources worth $502K as of Q3 2026.
IEQ Capital sold 5,964 California Resources shares in Q3 2026, an estimated $316K.
California Resources made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1378 holding.
IEQ Capital first reported a position in California Resources in Q2 2025 and has held it in 6 quarters since.
IEQ Capital's California Resources position peaked at $4.52M in Q3 2025.
183 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.