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Arax Advisory Partners’s Crescent Energy CRGY Stock Holding History

Arax Advisory Partners’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.1K Buy
2,713
+112
+4% +$1.17K ﹤0.01% 1821
2025
Q4 		$21.8K Sell
2,601
-3,113
-54% -$27.3K ﹤0.01% 2071
2025
Q3 		$51K Buy
5,714
+3,861
+208% +$35.1K ﹤0.01% 1827
2025
Q2 		$15.9K Buy
1,853
+444
+32% +$3.89K ﹤0.01% 1754
2025
Q1 		$15.8K Buy
+1,409
New +$19.4K ﹤0.01% 1398
2024
Q3 		– Sell
-604
Closed -$7.16K – 2631
2024
Q2 		$7.16K Buy
+604
New +$7.11K ﹤0.01% 1418

Other funds holding CRGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arax Advisory Partners's CRGY Position: Q1 2026 in Review

Arax Advisory Partners increased its Crescent Energy (CRGY) stake by 4.3% in Q1 2026, buying an estimated $1.17K and bringing the position to 2,713 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Arax Advisory Partners first reported a position in CRGY in Q2 2024 and has held it in 6 quarters since. The position peaked at $51K in Q3 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Arax Advisory Partners held 2,713 shares of Crescent Energy worth $36.1K as of Q1 2026.
  • Arax Advisory Partners bought 112 Crescent Energy shares in Q1 2026, an estimated $1.17K.
  • Crescent Energy made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1821 holding.
  • Arax Advisory Partners first reported a position in Crescent Energy in Q2 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Crescent Energy position peaked at $51K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.