SAG
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SageView Advisory Group’s California Resources CRC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-85
Closed -$3.8K – 991
2025
Q4 		$3.8K Buy
+85
New +$4.03K ﹤0.01% 2040

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SageView Advisory Group's CRC Position: Q1 2026 in Review

SageView Advisory Group sold out of California Resources (CRC) in Q1 2026, closing a stake of 85 shares — an estimated $3.8K sold.

SageView Advisory Group first reported a position in CRC in Q4 2025 and held it in 1 quarter. The position peaked at $3.8K in Q4 2025. 354 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • SageView Advisory Group reported no remaining California Resources position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 85 California Resources shares in Q1 2026, an estimated $3.8K.
  • SageView Advisory Group first reported a position in California Resources in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's California Resources position peaked at $3.8K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.