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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
Q2 		$197 Buy
20
+16
+400% +$196 ﹤0.01% 1180
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 $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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CRGY Position: Q2 2026 in Review

HFM Investment Advisors increased its Crescent Energy (CRGY) stake by 400% in Q2 2026, buying an estimated $196 and bringing the position to 20 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

HFM Investment Advisors first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • HFM Investment Advisors held 20 shares of Crescent Energy worth $197 as of Q2 2026.
  • HFM Investment Advisors bought 16 Crescent Energy shares in Q2 2026, an estimated $196.
  • Crescent Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1180 holding.
  • HFM Investment Advisors first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.