CFM Wealth Partners’s Crescent Energy CRGY Stock Holding History

CFM Wealth Partners’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	$652K	Hold	48,298	–	–	0.1%	90
2025 Q4	$405K	Sell	48,298 -4,316	-8%	-$37.9K	0.06%	110
2025 Q3	$469K	Hold	52,614	–	–	0.07%	102
2025 Q2	$452K	Hold	52,614	–	–	0.07%	99
2025 Q1	$591K	Hold	52,614	–	–	0.1%	91
2024 Q4	$769K	Hold	52,614	–	–	0.13%	84
2024 Q3	$576K	Hold	52,614	–	–	0.1%	99
2024 Q2	$623K	Buy	52,614 +3,993	+8%	+$47K	0.11%	93
2024 Q1	$579K	Sell	48,621 -3,973	-8%	-$44.7K	0.12%	102
2023 Q4	$695K	Hold	52,594	–	–	0.16%	91
2023 Q3	$665K	Hold	52,594	–	–	0.17%	84
2023 Q2	$548K	Hold	52,594	–	–	0.13%	106
2023 Q1	$595K	Hold	52,594	–	–	0.16%	95
2022 Q4	$631K	Hold	52,594	–	–	0.19%	96
2022 Q3	$708K	Hold	52,594	–	–	0.23%	85
2022 Q2	$656K	Hold	52,594	–	–	0.2%	94
2022 Q1	$912K	Hold	52,594	–	–	0.22%	82
2021 Q4	$707K	Buy	+52,594	New	+$727K	0.16%	98

Other funds holding CRGY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return