Callahan Advisors’s Crescent Energy CRGY Stock Holding History

Callahan 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	$985K	Buy	100,348 +25,347	+34%	+$310K	0.07%	117
2026 Q1	$1.01M	Sell	75,001 -31,178	-29%	-$327K	0.08%	111
2025 Q4	$891K	Buy	106,179 +33,774	+47%	+$297K	0.07%	118
2025 Q3	$646K	Buy	72,405 +11,562	+19%	+$105K	0.05%	119
2025 Q2	$523K	Buy	60,843 +6,012	+11%	+$52.6K	0.05%	124
2025 Q1	$616K	Buy	54,831 +2,072	+4%	+$28.5K	0.06%	123
2024 Q4	$771K	Sell	52,759 -2,179	-4%	-$29.6K	0.07%	118
2024 Q3	$602K	Buy	+54,938	New	+$628K	0.06%	113

Other funds holding CRGY

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Callahan Advisors's CRGY Position: Q2 2026 in Review

Callahan Advisors increased its Crescent Energy (CRGY) stake by 34% in Q2 2026, buying an estimated $310K and bringing the position to 100,348 shares worth $985K. The position accounts for 0.07% of the portfolio, ranked #117.

Callahan Advisors first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 96 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Callahan Advisors held 100,348 shares of Crescent Energy worth $985K as of Q2 2026.
Callahan Advisors bought 25,347 Crescent Energy shares in Q2 2026, an estimated $310K.
Crescent Energy made up 0.07% of Callahan Advisors's portfolio in Q2 2026, its #117 holding.
Callahan Advisors first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
Callahan Advisors's Crescent Energy position peaked at $1.01M in Q1 2026.
96 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.