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ORG Partners’s Crescent Energy CRGY Stock Holding History

ORG Partners’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
Q4 		$7K Sell
835
-5
-0.6% -$44 ﹤0.01% 1117
2025
Q3 		$7.49K Buy
840
+68
+9% +$618 ﹤0.01% 1032
2025
Q2 		$6.85K Sell
772
-291
-27% -$2.55K ﹤0.01% 979
2025
Q1 		$11.8K Buy
1,063
+460
+76% +$6.34K ﹤0.01% 772
2024
Q4 		$8.81K Sell
603
-940
-61% -$12.8K ﹤0.01% 918
2024
Q3 		$16.9K Buy
+1,543
New +$17.6K ﹤0.01% 707

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Partners's CRGY Position: Q4 2025 in Review

ORG Partners reduced its Crescent Energy (CRGY) stake by 0.6% in Q4 2025, selling an estimated $44 and leaving 835 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

ORG Partners first reported a position in CRGY in Q3 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q3 2024. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • ORG Partners held 835 shares of Crescent Energy worth $7K as of Q4 2025.
  • ORG Partners sold 5 Crescent Energy shares in Q4 2025, an estimated $44.
  • Crescent Energy made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1117 holding.
  • ORG Partners first reported a position in Crescent Energy in Q3 2024 and has held it in 6 quarters since.
  • ORG Partners's Crescent Energy position peaked at $16.9K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.