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Golden State Equity Partners’s Crescent Energy CRGY Stock Holding History

Golden State Equity Partners’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 		– Sell
-973
Closed -$13.1K – 623
2026
Q1 		$13.1K Buy
+973
New +$10.2K ﹤0.01% 1218

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Vanguard Portfolio Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
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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

Golden State Equity Partners's CRGY Position: Q2 2026 in Review

Golden State Equity Partners sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 973 shares — an estimated $13.1K sold.

Golden State Equity Partners first reported a position in CRGY in Q1 2026 and held it in 1 quarter. The position peaked at $13.1K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Golden State Equity Partners reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 973 Crescent Energy shares in Q2 2026, an estimated $13.1K.
  • Golden State Equity Partners first reported a position in Crescent Energy in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Crescent Energy position peaked at $13.1K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.