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Chicago Partners Investment Group’s Crescent Energy CRGY Stock Holding History

Chicago Partners Investment Group’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 		$124K Sell
10,869
-10,029
-48% -$123K ﹤0.01% 1466
2026
Q1 		$264K Buy
+20,898
New +$219K 0.01% 1209

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

Chicago Partners Investment Group's CRGY Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Crescent Energy (CRGY) stake by 48% in Q2 2026, selling an estimated $123K and leaving 10,869 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Chicago Partners Investment Group first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Chicago Partners Investment Group held 10,869 shares of Crescent Energy worth $124K as of Q2 2026.
  • Chicago Partners Investment Group sold 10,029 Crescent Energy shares in Q2 2026, an estimated $123K.
  • Crescent Energy made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1466 holding.
  • Chicago Partners Investment Group first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • Chicago Partners Investment Group's Crescent Energy position peaked at $264K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.