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HFM Investment Advisors’s Crescent Energy CRGY Stock Holding History

HFM Investment 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
2026
Q1 		$54 Hold
4
– – ﹤0.01% 1167
2025
Q4 		$34 Sell
4
-4
-50% -$35 ﹤0.01% 1248
2025
Q3 		$71 Hold
8
– – ﹤0.01% 1196
2025
Q2 		$69 Buy
+8
New +$70 ﹤0.01% 1195

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFM Investment Advisors's CRGY Position: Q1 2026 in Review

HFM Investment Advisors held its Crescent Energy (CRGY) position steady in Q1 2026 at 4 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

HFM Investment Advisors first reported a position in CRGY in Q2 2025 and has held it in 4 quarters since. The position peaked at $71 in Q3 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • HFM Investment Advisors held 4 shares of Crescent Energy worth $54 as of Q1 2026.
  • HFM Investment Advisors left its Crescent Energy share count unchanged in Q1 2026.
  • Crescent Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1167 holding.
  • HFM Investment Advisors first reported a position in Crescent Energy in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Crescent Energy position peaked at $71 in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.