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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's CRGY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Crescent Energy (CRGY) in Q1 2026: 170 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CRGY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CRGY in Q2 2025 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 170 shares of Crescent Energy worth $2.29K as of Q1 2026.
  • Crescent Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1662 holding.
  • Twin Peaks Wealth Advisors first reported a position in Crescent Energy in Q2 2025 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.