Physician Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Physician Wealth Advisors’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	$11.1K	Buy	1,133 +45	+4%	+$550	﹤0.01%	842
2026 Q1	$14.7K	Hold	1,088	–	–	﹤0.01%	700
2025 Q4	$9.13K	Buy	1,088 +773	+245%	+$6.79K	﹤0.01%	804
2025 Q3	$2.81K	Hold	315	–	–	﹤0.01%	1089
2025 Q2	$2.71K	Buy	+315	New	+$2.76K	﹤0.01%	945

Other funds holding CRGY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Physician Wealth Advisors's CRGY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Crescent Energy (CRGY) stake by 4.1% in Q2 2026, buying an estimated $550 and bringing the position to 1,133 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Physician Wealth Advisors first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.7K in Q1 2026. 43 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Physician Wealth Advisors held 1,133 shares of Crescent Energy worth $11.1K as of Q2 2026.
Physician Wealth Advisors bought 45 Crescent Energy shares in Q2 2026, an estimated $550.
Crescent Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #842 holding.
Physician Wealth Advisors first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Crescent Energy position peaked at $14.7K in Q1 2026.
43 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.