UBS AM
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UBS AM’s California Resources CRC Stock Holding History

UBS AM’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 		$10.9M Sell
207,023
-23,884
-10% -$1.47M ﹤0.01% 1199
2026
Q1 		$16M Buy
230,907
+24,846
+12% +$1.41M ﹤0.01% 972
2025
Q4 		$9.21M Sell
206,061
-4,559
-2% -$216K ﹤0.01% 1153
2025
Q3 		$11.2M Sell
210,620
-76,627
-27% -$3.84M ﹤0.01% 1033
2025
Q2 		$13.1M Buy
287,247
+58,399
+26% +$2.39M ﹤0.01% 1225
2025
Q1 		$10.1M Sell
228,848
-63,735
-22% -$3.02M ﹤0.01% 1223
2024
Q4 		$15.2M Sell
292,583
-34,957
-11% -$1.9M ﹤0.01% 1064
2024
Q3 		$17.2M Sell
327,540
-985
-0.3% -$49.8K ﹤0.01% 1002
2024
Q2 		$17.5M Buy
328,525
+113,265
+53% +$5.78M 0.01% 909
2024
Q1 		$11.9M Sell
215,260
-270,914
-56% -$14.1M ﹤0.01% 944
2023
Q4 		$26.6M Buy
486,174
+42,843
+10% +$2.25M 0.01% 722
2023
Q3 		$24.8M Sell
443,331
-47,141
-10% -$2.51M 0.01% 722
2023
Q2 		$18.9M Hold
490,472
– – 0.01% 782
2023
Q1 		$18.9M Buy
490,472
+35,227
+8% +$1.46M 0.01% 782
2022
Q4 		$19.8M Buy
455,245
+126,670
+39% +$5.55M 0.01% 762
2022
Q3 		$12.6M Buy
328,575
+11,250
+4% +$489K 0.01% 884
2022
Q2 		$12.2M Buy
317,325
+267,268
+534% +$11.5M 0.01% 890
2022
Q1 		$2.24M Sell
50,057
-371
-0.7% -$16K ﹤0.01% 1746
2021
Q4 		$2.15M Buy
50,428
+23,119
+85% +$989K ﹤0.01% 1843
2021
Q3 		$1.12M Buy
27,309
+4,989
+22% +$163K ﹤0.01% 2104
2021
Q2 		$673K Buy
+22,320
New +$614K ﹤0.01% 2413

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 $3.37T AUM 44.26% 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

UBS AM's CRC Position: Q2 2026 in Review

UBS AM reduced its California Resources (CRC) stake by 10% in Q2 2026, selling an estimated $1.47M and leaving 207,023 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

UBS AM first reported a position in CRC in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.6M in Q4 2023. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • UBS AM held 207,023 shares of California Resources worth $10.9M as of Q2 2026.
  • UBS AM sold 23,884 California Resources shares in Q2 2026, an estimated $1.47M.
  • California Resources made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1199 holding.
  • UBS AM first reported a position in California Resources in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's California Resources position peaked at $26.6M in Q4 2023.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.