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Koss-Olinger Consulting’s Crescent Energy CRGY Stock Holding History

Koss-Olinger Consulting’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
2025
Q1 		– Sell
-46,185
Closed -$675K – 313
2024
Q4 		$675K Sell
46,185
-2,527
-5% -$34.3K 0.06% 108
2024
Q3 		$533K Buy
+48,712
New +$557K 0.05% 144

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koss-Olinger Consulting's CRGY Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 46,185 shares — an estimated $675K sold.

Koss-Olinger Consulting first reported a position in CRGY in Q3 2024 and held it in 2 quarters. The position peaked at $675K in Q4 2024. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

  • Koss-Olinger Consulting reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 46,185 Crescent Energy shares in Q1 2025, an estimated $675K.
  • Koss-Olinger Consulting first reported a position in Crescent Energy in Q3 2024 and held it in 2 quarters.
  • Koss-Olinger Consulting's Crescent Energy position peaked at $675K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.