U.S. Capital Wealth Advisors’s Crescent Energy CRGY Stock Holding History

U.S. Capital 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
2025 Q1	–	Sell	-19,015	Closed	-$278K	–	846
2024 Q4	$278K	Buy	19,015 +15	+0.1%	+$203	0.01%	705
2024 Q3	$208K	Hold	19,000	–	–	0.01%	665
2024 Q2	$225K	Hold	19,000	–	–	0.01%	626
2024 Q1	$226K	Hold	19,000	–	–	0.01%	623
2023 Q4	$251K	Hold	19,000	–	–	0.01%	589
2023 Q3	$240K	Hold	19,000	–	–	0.01%	559
2023 Q2	$198K	Sell	19,000 -19,000	-50%	-$203K	0.01%	627
2023 Q1	$430K	Hold	38,000	–	–	0.02%	461
2022 Q4	$456K	Hold	38,000	–	–	0.02%	472
2022 Q3	$512K	Hold	38,000	–	–	0.03%	434
2022 Q2	$474K	Hold	38,000	–	–	0.02%	472
2022 Q1	$659K	Hold	38,000	–	–	0.02%	459
2021 Q4	$482K	Buy	+38,000	New	+$525K	0.02%	522

Other funds holding CRGY

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ACG

Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's CRGY Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 19,015 shares — an estimated $278K sold.

U.S. Capital Wealth Advisors first reported a position in CRGY in Q4 2021 and held it in 13 quarters. The position peaked at $659K in Q1 2022. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 19,015 Crescent Energy shares in Q1 2025, an estimated $278K.
U.S. Capital Wealth Advisors first reported a position in Crescent Energy in Q4 2021 and held it in 13 quarters.
U.S. Capital Wealth Advisors's Crescent Energy position peaked at $659K in Q1 2022.
292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.