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Montgomery Investment Management’s Crescent Energy CRGY Stock Holding History

Montgomery Investment Management’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 		$314K Sell
31,965
-1,631
-5% -$19.9K 0.1% 95
2026
Q1 		$454K Buy
33,596
+5,000
+17% +$52.4K 0.15% 81
2025
Q4 		$240K Buy
28,596
+3,753
+15% +$32.9K 0.09% 93
2025
Q3 		$222K Hold
24,843
– – 0.08% 94
2025
Q2 		$214K Hold
24,843
– – 0.08% 91
2025
Q1 		$279K Hold
24,843
– – 0.11% 84
2024
Q4 		$363K Hold
24,843
– – 0.14% 72
2024
Q3 		$272K Buy
+24,843
New +$284K 0.1% 80

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Montgomery Investment Management's CRGY Position: Q2 2026 in Review

Montgomery Investment Management reduced its Crescent Energy (CRGY) stake by 4.9% in Q2 2026, selling an estimated $19.9K and leaving 31,965 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #95.

Montgomery Investment Management first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $454K in Q1 2026. 87 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Montgomery Investment Management held 31,965 shares of Crescent Energy worth $314K as of Q2 2026.
  • Montgomery Investment Management sold 1,631 Crescent Energy shares in Q2 2026, an estimated $19.9K.
  • Crescent Energy made up 0.1% of Montgomery Investment Management's portfolio in Q2 2026, its #95 holding.
  • Montgomery Investment Management first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • Montgomery Investment Management's Crescent Energy position peaked at $454K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.