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
Q1 		$322K Sell
23,984
-33,478
-58% -$351K ﹤0.01% 2285
2025
Q4 		$483K Buy
57,462
+39,794
+225% +$349K ﹤0.01% 2340
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 $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's CRGY Position: Q1 2026 in Review

Corient Private Wealth reduced its Crescent Energy (CRGY) stake by 58% in Q1 2026, selling an estimated $351K and leaving 23,984 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Corient Private Wealth first reported a position in CRGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $483K in Q4 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Corient Private Wealth held 23,984 shares of Crescent Energy worth $322K as of Q1 2026.
  • Corient Private Wealth sold 33,478 Crescent Energy shares in Q1 2026, an estimated $351K.
  • Crescent Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2285 holding.
  • Corient Private Wealth first reported a position in Crescent Energy in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Crescent Energy position peaked at $483K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.