Toth Financial Advisory’s Crescent Energy CRGY Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-560	Closed	-$4.82K	–	776
2025 Q2	$4.82K	Sell	560 -3,750	-87%	-$32.8K	﹤0.01%	563
2025 Q1	$48.4K	Sell	4,310 -4,690	-52%	-$64.6K	0.01%	297
2024 Q4	$131K	Buy	+9,000	New	+$122K	0.02%	217

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHAM

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

Toth Financial Advisory's CRGY Position: Q3 2025 in Review

Toth Financial Advisory sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 560 shares — an estimated $4.82K sold.

Toth Financial Advisory first reported a position in CRGY in Q4 2024 and held it in 3 quarters. The position peaked at $131K in Q4 2024. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

Toth Financial Advisory reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 560 Crescent Energy shares in Q3 2025, an estimated $4.82K.
Toth Financial Advisory first reported a position in Crescent Energy in Q4 2024 and held it in 3 quarters.
Toth Financial Advisory's Crescent Energy position peaked at $131K in Q4 2024.
312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.