Coppell Advisory Solutions’s Crescent Energy CRGY Stock Holding History

Coppell Advisory Solutions’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	$1.04M	Buy	+9	New	+$110	0.09%	185
2025 Q1	–	Sell	-9	Closed	-$130	–	632
2024 Q4	$130	Hold	9	–	–	﹤0.01%	1877
2024 Q3	$100	Hold	9	–	–	﹤0.01%	1795
2024 Q2	$107	Buy	+9	New	+$106	﹤0.01%	1705
2023 Q4	$119	Sell	9 -19	-68%	-$224	﹤0.01%	1633
2023 Q3	$336	Buy	28 +12	+75%	+$147	﹤0.01%	1064
2023 Q2	$170	Buy	+16	New	+$171	﹤0.01%	1341
2023 Q1	–	Sell	-28	Closed	-$336	–	378
2022 Q4	$336	Buy	+28	New	+$385	﹤0.01%	1063

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

Coppell Advisory Solutions's CRGY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Crescent Energy (CRGY) in Q2 2026: 9 shares worth $1.04M. The stake represents 0.09% of the portfolio and ranks #185 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in CRGY as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in CRGY in Q4 2022 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Coppell Advisory Solutions held 9 shares of Crescent Energy worth $1.04M as of Q2 2026.
Crescent Energy was a new Coppell Advisory Solutions position in Q2 2026.
Crescent Energy made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #185 holding.
Coppell Advisory Solutions first reported a position in Crescent Energy in Q4 2022 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.