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Bell Investment Advisors’s Crescent Energy CRGY Stock Holding History

Bell Investment 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 		$629 Hold
64
– – ﹤0.01% 1657
2026
Q1 		$864 Hold
64
– – ﹤0.01% 1590
2025
Q4 		$537 Buy
+64
New +$562 ﹤0.01% 1724
2022
Q3 		– Sell
-36
Closed – – 1762
2022
Q2 		$0 Buy
+36
New +$600 ﹤0.01% 1742

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 $3.38T 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
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

Bell Investment Advisors's CRGY Position: Q2 2026 in Review

Bell Investment Advisors held its Crescent Energy (CRGY) position steady in Q2 2026 at 64 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Bell Investment Advisors first reported a position in CRGY in Q2 2022 and has held it in 4 quarters since. The position peaked at $864 in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Bell Investment Advisors held 64 shares of Crescent Energy worth $629 as of Q2 2026.
  • Bell Investment Advisors left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1657 holding.
  • Bell Investment Advisors first reported a position in Crescent Energy in Q2 2022 and has held it in 4 quarters since.
  • Bell Investment Advisors's Crescent Energy position peaked at $864 in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.