Heirloom Wealth Management’s Crescent Energy CRGY Stock Holding History

Heirloom Wealth Management’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	$917K	Buy	+67,934	New	+$712K	0.17%	52

Other funds holding CRGY

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heirloom Wealth Management's CRGY Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Crescent Energy (CRGY) in Q1 2026: 67,934 shares worth $917K. The stake represents 0.17% of the portfolio and ranks #52 among its holdings.

359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Heirloom Wealth Management held 67,934 shares of Crescent Energy worth $917K as of Q1 2026.
Crescent Energy was a new Heirloom Wealth Management position in Q1 2026.
Crescent Energy made up 0.17% of Heirloom Wealth Management's portfolio in Q1 2026, its #52 holding.
359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.