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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
Q2 		$776K Buy
78,977
+11,043
+16% +$135K 0.11% 39
2026
Q1 		$917K Buy
+67,934
New +$712K 0.17% 52

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

Heirloom Wealth Management's CRGY Position: Q2 2026 in Review

Heirloom Wealth Management increased its Crescent Energy (CRGY) stake by 16% in Q2 2026, buying an estimated $135K and bringing the position to 78,977 shares worth $776K. The position accounts for 0.11% of the portfolio, ranked #39.

Heirloom Wealth Management first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $917K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Heirloom Wealth Management held 78,977 shares of Crescent Energy worth $776K as of Q2 2026.
  • Heirloom Wealth Management bought 11,043 Crescent Energy shares in Q2 2026, an estimated $135K.
  • Crescent Energy made up 0.11% of Heirloom Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Heirloom Wealth Management first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • Heirloom Wealth Management's Crescent Energy position peaked at $917K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.