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Petrus Trust Company’s Crescent Energy CRGY Stock Holding History

Petrus Trust Company’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 		– Sell
-14,812
Closed -$132K – 51
2025
Q3 		$132K Sell
14,812
-48,278
-77% -$439K 0.01% 143
2025
Q2 		$543K Buy
63,090
+15,287
+32% +$134K 0.06% 97
2025
Q1 		$537K Sell
47,803
-20,729
-30% -$286K 0.05% 166
2024
Q4 		$1M Buy
68,532
+34,966
+104% +$474K 0.1% 37
2024
Q3 		$368K Sell
33,566
-27,065
-45% -$309K 0.04% 336
2024
Q2 		$718K Buy
60,631
+12,176
+25% +$143K 0.07% 93
2024
Q1 		$577K Buy
+48,455
New +$546K 0.05% 153
2023
Q3 		– Sell
-36,537
Closed -$381K – 599
2023
Q2 		$381K Buy
36,537
+18,069
+98% +$194K 0.04% 267
2023
Q1 		$209K Buy
18,468
+3,288
+22% +$38.1K 0.03% 465
2022
Q4 		$182K Buy
+15,180
New +$209K 0.02% 431

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

Petrus Trust Company's CRGY Position: Q4 2025 in Review

Petrus Trust Company sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 14,812 shares — an estimated $132K sold.

Petrus Trust Company first reported a position in CRGY in Q4 2022 and held it in 10 quarters. The position peaked at $1M in Q4 2024. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • Petrus Trust Company reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • Petrus Trust Company sold 14,812 Crescent Energy shares in Q4 2025, an estimated $132K.
  • Petrus Trust Company first reported a position in Crescent Energy in Q4 2022 and held it in 10 quarters.
  • Petrus Trust Company's Crescent Energy position peaked at $1M in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.