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 Q2	–	Sell	-48,298	Closed	-$652K	–	151
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 $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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CFM Wealth Partners's CRGY Position: Q2 2026 in Review

CFM Wealth Partners sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 48,298 shares — an estimated $652K sold.

CFM Wealth Partners first reported a position in CRGY in Q4 2021 and held it in 18 quarters. The position peaked at $912K in Q1 2022. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

CFM Wealth Partners reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
CFM Wealth Partners sold 48,298 Crescent Energy shares in Q2 2026, an estimated $652K.
CFM Wealth Partners first reported a position in Crescent Energy in Q4 2021 and held it in 18 quarters.
CFM Wealth Partners's Crescent Energy position peaked at $912K in Q1 2022.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.