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Keating Financial Advisory Services’s Crescent Energy CRGY Stock Holding History

Keating Financial Advisory Services’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 		$2.75K Sell
280
-4
-1% -$49 ﹤0.01% 1818
2026
Q1 		$3.83K Buy
284
+243
+593% +$2.54K ﹤0.01% 1578
2025
Q4 		$344 Buy
+41
New +$360 ﹤0.01% 2003

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

Keating Financial Advisory Services's CRGY Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Crescent Energy (CRGY) stake by 1.4% in Q2 2026, selling an estimated $49 and leaving 280 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Keating Financial Advisory Services first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.83K in Q1 2026. 344 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Keating Financial Advisory Services held 280 shares of Crescent Energy worth $2.75K as of Q2 2026.
  • Keating Financial Advisory Services sold 4 Crescent Energy shares in Q2 2026, an estimated $49.
  • Crescent Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1818 holding.
  • Keating Financial Advisory Services first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Crescent Energy position peaked at $3.83K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.