Unison Advisors
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Unison Advisors’s California Resources CRC Stock Holding History

Unison Advisors’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
Q3 		$788K Buy
15,519
+118
+0.8% +$6.25K 0.06% 128
2026
Q2 		$814K Buy
15,401
+94
+0.6% +$5.79K 0.06% 126
2026
Q1 		$1.06M Hold
15,307
– – 0.08% 95
2025
Q4 		$684K Buy
+15,307
New +$726K 0.06% 141

Other funds holding CRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Unison Advisors's CRC Position: Q3 2026 in Review

Unison Advisors increased its California Resources (CRC) stake by 0.77% in Q3 2026, buying an estimated $6.25K and bringing the position to 15,519 shares worth $788K. The position accounts for 0.06% of the portfolio, ranked #128.

Unison Advisors first reported a position in CRC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q1 2026. 183 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Unison Advisors held 15,519 shares of California Resources worth $788K as of Q3 2026.
  • Unison Advisors bought 118 California Resources shares in Q3 2026, an estimated $6.25K.
  • California Resources made up 0.06% of Unison Advisors's portfolio in Q3 2026, its #128 holding.
  • Unison Advisors first reported a position in California Resources in Q4 2025 and has held it in 4 quarters since.
  • Unison Advisors's California Resources position peaked at $1.06M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.