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O'Shaughnessy Asset Management’s California Resources CRC Stock Holding History

O'Shaughnessy 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 		$2.92M Buy
55,154
+33,770
+158% +$2.08M 0.01% 747
2026
Q1 		$1.48M Buy
21,384
+16,872
+374% +$955K 0.01% 1008
2025
Q4 		$202K Buy
4,512
+383
+9% +$18.2K ﹤0.01% 1986
2025
Q3 		$220K Buy
+4,129
New +$207K ﹤0.01% 1919
2025
Q2 		– Sell
-4,986
Closed -$219K – 2400
2025
Q1 		$219K Sell
4,986
-1,943
-28% -$92.2K ﹤0.01% 1736
2024
Q4 		$360K Buy
6,929
+372
+6% +$20.2K ﹤0.01% 1439
2024
Q3 		$348K Buy
6,557
+870
+15% +$44K ﹤0.01% 1399
2024
Q2 		$303K Sell
5,687
-8,849
-61% -$451K ﹤0.01% 1360
2024
Q1 		$801K Buy
14,536
+1,546
+12% +$80.7K 0.01% 900
2023
Q4 		$710K Sell
12,990
-227
-2% -$11.9K 0.01% 869
2023
Q3 		$740K Buy
+13,217
New +$704K 0.01% 782
2023
Q2 		– Sell
-15,061
Closed -$580K – 1518
2023
Q1 		$580K Sell
15,061
-3,262
-18% -$135K 0.01% 818
2022
Q4 		$797K Sell
18,323
-4,415
-19% -$193K 0.01% 656
2022
Q3 		$874K Buy
22,738
+8,388
+58% +$365K 0.02% 592
2022
Q2 		$552K Buy
+14,350
New +$615K 0.01% 662

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's CRC Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its California Resources (CRC) stake by 158% in Q2 2026, buying an estimated $2.08M and bringing the position to 55,154 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #747.

O'Shaughnessy Asset Management first reported a position in CRC in Q2 2022 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • O'Shaughnessy Asset Management held 55,154 shares of California Resources worth $2.92M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 33,770 California Resources shares in Q2 2026, an estimated $2.08M.
  • California Resources made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #747 holding.
  • O'Shaughnessy Asset Management first reported a position in California Resources in Q2 2022 and has held it in 15 quarters since.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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