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Summit Global Investments’s California Resources CRC Stock Holding History

Summit Global Investments’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 		$329K Buy
6,230
+530
+9% +$32.6K 0.02% 426
2026
Q1 		$395K Sell
5,700
-271
-5% -$15.3K 0.02% 373
2025
Q4 		$267K Sell
5,971
-52
-0.9% -$2.47K 0.02% 428
2025
Q3 		$320K Sell
6,023
-8,192
-58% -$410K 0.02% 387
2025
Q2 		$649K Buy
14,215
+6,346
+81% +$259K 0.04% 265
2025
Q1 		$346K Buy
+7,869
New +$373K 0.03% 350

Other funds holding CRC

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Summit Global Investments's CRC Position: Q2 2026 in Review

Summit Global Investments increased its California Resources (CRC) stake by 9.3% in Q2 2026, buying an estimated $32.6K and bringing the position to 6,230 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #426.

Summit Global Investments first reported a position in CRC in Q1 2025 and has held it in 6 quarters since. The position peaked at $649K in Q2 2025. 103 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Summit Global Investments held 6,230 shares of California Resources worth $329K as of Q2 2026.
  • Summit Global Investments bought 530 California Resources shares in Q2 2026, an estimated $32.6K.
  • California Resources made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #426 holding.
  • Summit Global Investments first reported a position in California Resources in Q1 2025 and has held it in 6 quarters since.
  • Summit Global Investments's California Resources position peaked at $649K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.