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Guerra Advisors’s Crescent Energy CRGY Stock Holding History

Guerra Advisors’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
2025
Q3 		$4.23K Buy
+474
New +$4.31K ﹤0.01% 417

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Guerra Advisors's CRGY Position: Q3 2025 in Review

Guerra Advisors opened a new position in Crescent Energy (CRGY) in Q3 2025: 474 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Guerra Advisors held 474 shares of Crescent Energy worth $4.23K as of Q3 2025.
  • Crescent Energy was a new Guerra Advisors position in Q3 2025.
  • Crescent Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #417 holding.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.