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Capital Advisors Ltd’s Crescent Energy CRGY Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
28
– – ﹤0.01% 1406
2025
Q4 		$0 Buy
+28
New +$246 ﹤0.01% 1388
2025
Q2 		– Sell
-25
Closed – – 1383
2025
Q1 		$0 Hold
25
– – ﹤0.01% 1383
2024
Q4 		$0 Hold
25
– – ﹤0.01% 1407
2024
Q3 		$0 Hold
25
– – ﹤0.01% 1415
2024
Q2 		$0 Hold
25
– – ﹤0.01% 1423
2024
Q1 		$0 Hold
25
– – ﹤0.01% 1384
2023
Q4 		$0 Hold
25
– – ﹤0.01% 1323
2023
Q3 		$0 Hold
25
– – ﹤0.01% 1310
2023
Q2 		$0 Sell
25
-94
-79% -$1.01K ﹤0.01% 1329
2023
Q1 		$1K Buy
119
+98
+467% +$1.14K ﹤0.01% 1007
2022
Q4 		$0 Buy
+21
New +$289 ﹤0.01% 1282

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return