BWA
CRGY icon

Basecamp Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Basecamp Wealth Advisors’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 		$1.84K Buy
187
+136
+267% +$1.66K ﹤0.01% 1387
2026
Q1 		$689 Sell
51
-179
-78% -$1.88K ﹤0.01% 1645
2025
Q4 		$1.93K Buy
+230
New +$2.02K ﹤0.01% 1355

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Basecamp Wealth Advisors's CRGY Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Crescent Energy (CRGY) stake by 267% in Q2 2026, buying an estimated $1.66K and bringing the position to 187 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Basecamp Wealth Advisors first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93K in Q4 2025. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Basecamp Wealth Advisors held 187 shares of Crescent Energy worth $1.84K as of Q2 2026.
  • Basecamp Wealth Advisors bought 136 Crescent Energy shares in Q2 2026, an estimated $1.66K.
  • Crescent Energy made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1387 holding.
  • Basecamp Wealth Advisors first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Crescent Energy position peaked at $1.93K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.