Avion Wealth’s Crescent Energy CRGY Stock Holding History

Avion Wealth’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 Q2	$3K	Hold	396	–	–	﹤0.01%	926
2026 Q1	$5K	Hold	396	–	–	﹤0.01%	653
2025 Q4	$3K	Buy	+396	New	+$3.48K	﹤0.01%	765

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avion Wealth's CRGY Position: Q2 2026 in Review

Avion Wealth held its Crescent Energy (CRGY) position steady in Q2 2026 at 396 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Avion Wealth first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Avion Wealth held 396 shares of Crescent Energy worth $3K as of Q2 2026.
Avion Wealth left its Crescent Energy share count unchanged in Q2 2026.
Crescent Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #926 holding.
Avion Wealth first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
Avion Wealth's Crescent Energy position peaked at $5K in Q1 2026.
361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.