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Private Wealth Asset Management’s Crescent Energy CRGY Stock Holding History

Private Wealth Asset 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 		$4.67K Hold
476
– – ﹤0.01% 791
2026
Q1 		$6.43K Hold
476
– – ﹤0.01% 757
2025
Q4 		$3.99K Buy
+476
New +$4.18K ﹤0.01% 781

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Private Wealth Asset Management's CRGY Position: Q2 2026 in Review

Private Wealth Asset Management held its Crescent Energy (CRGY) position steady in Q2 2026 at 476 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Private Wealth Asset Management first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.43K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Private Wealth Asset Management held 476 shares of Crescent Energy worth $4.67K as of Q2 2026.
  • Private Wealth Asset Management left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #791 holding.
  • Private Wealth Asset Management first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Private Wealth Asset Management's Crescent Energy position peaked at $6.43K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.