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Twin Peaks Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Twin Peaks Wealth 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 		– Sell
-170
Closed -$2.29K – 656
2026
Q1 		$2.29K Buy
+170
New +$1.78K ﹤0.01% 1662
2025
Q3 		– Sell
-2
Closed -$19 – 582
2025
Q2 		$19 Buy
+2
New +$18 ﹤0.01% 2251

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

Twin Peaks Wealth Advisors's CRGY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 170 shares — an estimated $2.29K sold.

Twin Peaks Wealth Advisors first reported a position in CRGY in Q2 2025 and held it in 2 quarters. The position peaked at $2.29K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 170 Crescent Energy shares in Q2 2026, an estimated $2.29K.
  • Twin Peaks Wealth Advisors first reported a position in Crescent Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Crescent Energy position peaked at $2.29K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.