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Tevis Investment Management’s Crescent Energy CRGY Stock Holding History

Tevis Investment 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
2022
Q2 		– Sell
-190
Closed -$3K – 492
2022
Q1 		$3K Hold
190
– – ﹤0.01% 458
2021
Q4 		$2K Buy
+190
New +$2.63K ﹤0.01% 521

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HT
HighTower Trust Houston, Texas $1.02B AUM 4.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return

Tevis Investment Management's CRGY Position: Q2 2022 in Review

Tevis Investment Management sold out of Crescent Energy (CRGY) in Q2 2022, closing a stake of 190 shares — an estimated $3K sold.

Tevis Investment Management first reported a position in CRGY in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 111 funds tracked by Wall St. Rank hold CRGY as of Q2 2022.

  • Tevis Investment Management reported no remaining Crescent Energy position as of Q2 2022 after selling out during the quarter.
  • Tevis Investment Management sold 190 Crescent Energy shares in Q2 2022, an estimated $3K.
  • Tevis Investment Management first reported a position in Crescent Energy in Q4 2021 and held it in 2 quarters.
  • Tevis Investment Management's Crescent Energy position peaked at $3K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2022.

Based on Tevis Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.