SVB Wealth’s Crescent Energy CRGY Stock Holding History

SVB Wealth’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 Q2	–	Sell	-200	Closed	-$2.25K	–	771
2025 Q1	$2.25K	Buy	+200	New	+$2.75K	﹤0.01%	1210

Other funds holding CRGY

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

SVB Wealth's CRGY Position: Q2 2025 in Review

SVB Wealth sold out of Crescent Energy (CRGY) in Q2 2025, closing a stake of 200 shares — an estimated $2.25K sold.

SVB Wealth first reported a position in CRGY in Q1 2025 and held it in 1 quarter. The position peaked at $2.25K in Q1 2025. 275 funds tracked by Wall St. Rank hold CRGY as of Q2 2025.

SVB Wealth reported no remaining Crescent Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 200 Crescent Energy shares in Q2 2025, an estimated $2.25K.
SVB Wealth first reported a position in Crescent Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Crescent Energy position peaked at $2.25K in Q1 2025.
275 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.