JWA
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JFS Wealth Advisors’s Crescent Energy CRGY Stock Holding History

JFS Wealth 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 		$1.41K Buy
143
+100
+233% +$1.22K ﹤0.01% 1718
2026
Q1 		$581 Sell
43
-20
-32% -$210 ﹤0.01% 1754
2025
Q4 		$529 Buy
63
+22
+54% +$193 ﹤0.01% 1797
2025
Q3 		$366 Sell
41
-3
-7% -$27 ﹤0.01% 1799
2025
Q2 		$379 Sell
44
-11
-20% -$96 ﹤0.01% 1736
2025
Q1 		$619 Buy
+55
New +$758 ﹤0.01% 1741
2024
Q4 		– Sell
-3
Closed -$33 – 1959
2024
Q3 		$33 Sell
3
-2
-40% -$23 ﹤0.01% 1945
2024
Q2 		$60 Hold
5
– – ﹤0.01% 1949
2024
Q1 		$60 Buy
+5
New +$56 ﹤0.01% 1970

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

JFS Wealth Advisors's CRGY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Crescent Energy (CRGY) stake by 233% in Q2 2026, buying an estimated $1.22K and bringing the position to 143 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

JFS Wealth Advisors first reported a position in CRGY in Q1 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • JFS Wealth Advisors held 143 shares of Crescent Energy worth $1.41K as of Q2 2026.
  • JFS Wealth Advisors bought 100 Crescent Energy shares in Q2 2026, an estimated $1.22K.
  • Crescent Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1718 holding.
  • JFS Wealth Advisors first reported a position in Crescent Energy in Q1 2024 and has held it in 9 quarters since.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.