PF
CRC icon

Phoenix Financial’s California Resources CRC Stock Holding History

Phoenix Financial’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
2022
Q4 		– Sell
-6,405
Closed -$247K – 300
2022
Q3 		$247K Hold
6,405
– – 0.01% 298
2022
Q2 		$247K Buy
6,405
+346
+6% +$14.8K 0.01% 340
2022
Q1 		$271K Buy
+6,059
New +$261K ﹤0.01% 342

Other funds holding CRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Phoenix Financial's CRC Position: Q4 2022 in Review

Phoenix Financial sold out of California Resources (CRC) in Q4 2022, closing a stake of 6,405 shares — an estimated $247K sold.

Phoenix Financial first reported a position in CRC in Q1 2022 and held it in 3 quarters. The position peaked at $271K in Q1 2022. 206 funds tracked by Wall St. Rank hold CRC as of Q4 2022.

  • Phoenix Financial reported no remaining California Resources position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 6,405 California Resources shares in Q4 2022, an estimated $247K.
  • Phoenix Financial first reported a position in California Resources in Q1 2022 and held it in 3 quarters.
  • Phoenix Financial's California Resources position peaked at $271K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held California Resources as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.