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Financial Consulate’s Crescent Energy CRGY Stock Holding History

Financial Consulate’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 		$197 Hold
20
– – ﹤0.01% 1419
2026
Q1 		$270 Sell
20
-70
-78% -$733 ﹤0.01% 1353
2025
Q4 		$756 Sell
90
-50
-36% -$439 ﹤0.01% 1077
2025
Q3 		$1.25K Buy
+140
New +$1.27K ﹤0.01% 844

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

Financial Consulate's CRGY Position: Q2 2026 in Review

Financial Consulate held its Crescent Energy (CRGY) position steady in Q2 2026 at 20 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Financial Consulate first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25K in Q3 2025. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Financial Consulate held 20 shares of Crescent Energy worth $197 as of Q2 2026.
  • Financial Consulate left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1419 holding.
  • Financial Consulate first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Crescent Energy position peaked at $1.25K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.