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IFP Advisors’s Crescent Energy CRGY Stock Holding History

IFP 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 		$10.5K Buy
1,066
+666
+167% +$8.14K ﹤0.01% 3370
2026
Q1 		$5.4K Sell
400
-103
-20% -$1.08K ﹤0.01% 3474
2025
Q4 		$4.22K Sell
503
-150
-23% -$1.32K ﹤0.01% 3503
2025
Q3 		$5.83K Sell
653
-22
-3% -$200 ﹤0.01% 3159
2025
Q2 		$5.8K Buy
675
+275
+69% +$2.41K ﹤0.01% 3266
2025
Q1 		$4.5K Buy
400
+6
+2% +$83 ﹤0.01% 2883
2024
Q4 		$5.93K Sell
394
-6
-2% -$81 ﹤0.01% 2728
2024
Q3 		$4.38K Hold
400
– – ﹤0.01% 2706
2024
Q2 		$4.74K Hold
400
– – ﹤0.01% 2576
2024
Q1 		$4.76K Hold
400
– – ﹤0.01% 2466
2023
Q4 		$5.28K Hold
400
– – ﹤0.01% 2406
2023
Q3 		$5.06K Hold
400
– – ﹤0.01% 2498
2023
Q2 		$4.17K Hold
400
– – ﹤0.01% 2607
2023
Q1 		$4.72K Buy
+400
New +$4.63K ﹤0.01% 2592

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

IFP Advisors's CRGY Position: Q2 2026 in Review

IFP Advisors increased its Crescent Energy (CRGY) stake by 167% in Q2 2026, buying an estimated $8.14K and bringing the position to 1,066 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

IFP Advisors first reported a position in CRGY in Q1 2023 and has held it in 14 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • IFP Advisors held 1,066 shares of Crescent Energy worth $10.5K as of Q2 2026.
  • IFP Advisors bought 666 Crescent Energy shares in Q2 2026, an estimated $8.14K.
  • Crescent Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3370 holding.
  • IFP Advisors first reported a position in Crescent Energy in Q1 2023 and has held it in 14 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.