Jones Financial Companies
CRGY icon

Jones Financial Companies’s Crescent Energy CRGY Stock Holding History

Jones Financial Companies’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 		$126K Sell
12,448
-31,843
-72% -$389K ﹤0.01% 2764
2026
Q1 		$607K Buy
44,291
+34,235
+340% +$359K ﹤0.01% 1946
2025
Q4 		$84.4K Buy
10,056
+1,054
+12% +$9.25K ﹤0.01% 2278
2025
Q3 		$88K Sell
9,002
-19,373
-68% -$176K ﹤0.01% 2132
2025
Q2 		$254K Buy
28,375
+24,054
+557% +$211K ﹤0.01% 1556
2025
Q1 		$48.1K Buy
4,321
+794
+23% +$10.9K ﹤0.01% 2081
2024
Q4 		$51.5K Buy
3,527
+2,377
+207% +$32.2K ﹤0.01% 1867
2024
Q3 		$12.8K Buy
+1,150
New +$13.1K ﹤0.01% 2127

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

Jones Financial Companies's CRGY Position: Q2 2026 in Review

Jones Financial Companies reduced its Crescent Energy (CRGY) stake by 72% in Q2 2026, selling an estimated $389K and leaving 12,448 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Jones Financial Companies first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $607K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Jones Financial Companies held 12,448 shares of Crescent Energy worth $126K as of Q2 2026.
  • Jones Financial Companies sold 31,843 Crescent Energy shares in Q2 2026, an estimated $389K.
  • Crescent Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2764 holding.
  • Jones Financial Companies first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Crescent Energy position peaked at $607K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.