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

UBS 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
2023
Q3 		– Sell
-12,300
Closed -$557K – 9530
2023
Q2 		$557K Hold
12,300
– – ﹤0.01% 4730
2023
Q1 		$474K Hold
12,300
– – ﹤0.01% 4735
2022
Q4 		$535K Buy
+12,300
New +$539K ﹤0.01% 4644

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

UBS Group's CRC Position: Q2 2026 in Review

UBS Group reduced its California Resources (CRC) stake by 35% in Q2 2026, selling an estimated $23.9M and leaving 719,849 shares worth $38.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

UBS Group first reported a position in CRC in Q4 2020 and has held it in 23 quarters since. The position peaked at $76.7M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • UBS Group held 719,849 shares of California Resources worth $38.1M as of Q2 2026.
  • UBS Group sold 388,574 California Resources shares in Q2 2026, an estimated $23.9M.
  • California Resources made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2021 holding.
  • UBS Group first reported a position in California Resources in Q4 2020 and has held it in 23 quarters since.
  • UBS Group's California Resources position peaked at $76.7M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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