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Sequoia Financial Advisors’s Crescent Energy CRGY Stock Holding History

Sequoia Financial 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 		$228K Sell
23,234
-169
-0.7% -$2.07K ﹤0.01% 1879
2026
Q1 		$316K Buy
23,403
+9,450
+68% +$99K ﹤0.01% 1541
2025
Q4 		$117K Sell
13,953
-276
-2% -$2.42K ﹤0.01% 1863
2025
Q3 		$127K Buy
+14,229
New +$129K ﹤0.01% 1675

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

Sequoia Financial Advisors's CRGY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Crescent Energy (CRGY) stake by 0.72% in Q2 2026, selling an estimated $2.07K and leaving 23,234 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Sequoia Financial Advisors first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $316K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Sequoia Financial Advisors held 23,234 shares of Crescent Energy worth $228K as of Q2 2026.
  • Sequoia Financial Advisors sold 169 Crescent Energy shares in Q2 2026, an estimated $2.07K.
  • Crescent Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1879 holding.
  • Sequoia Financial Advisors first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Crescent Energy position peaked at $316K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.