Corient Private Wealth
CRGY icon

Corient Private Wealth’s Crescent Energy CRGY Stock Holding History

Corient Private Wealth’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 		$2.25M Buy
229,407
+205,423
+857% +$2.51M ﹤0.01% 1324
2026
Q1 		$322K Sell
23,984
-4,747
-17% -$49.7K ﹤0.01% 2285
2025
Q4 		$241K Buy
28,731
+11,063
+63% +$97.1K ﹤0.01% 2325
2025
Q3 		$158K Buy
17,668
+713
+4% +$6.48K ﹤0.01% 2389
2025
Q2 		$146K Buy
16,955
+5,330
+46% +$46.7K ﹤0.01% 2282
2025
Q1 		$131K Sell
11,625
-15,312
-57% -$211K ﹤0.01% 2141
2024
Q4 		$394K Sell
26,937
-8,537
-24% -$116K ﹤0.01% 1750
2024
Q3 		$388K Buy
+35,474
New +$405K ﹤0.01% 1882

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 $3.37T AUM 44.26% 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

Corient Private Wealth's CRGY Position: Q2 2026 in Review

Corient Private Wealth increased its Crescent Energy (CRGY) stake by 857% in Q2 2026, buying an estimated $2.51M and bringing the position to 229,407 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Corient Private Wealth first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Corient Private Wealth held 229,407 shares of Crescent Energy worth $2.25M as of Q2 2026.
  • Corient Private Wealth bought 205,423 Crescent Energy shares in Q2 2026, an estimated $2.51M.
  • Crescent Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1324 holding.
  • Corient Private Wealth first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.