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Valued Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Valued 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 		$3.87K Sell
394
-536
-58% -$6.55K ﹤0.01% 502
2026
Q1 		$12.6K Buy
+930
New +$9.74K 0.01% 250

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Valued Wealth Advisors's CRGY Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Crescent Energy (CRGY) stake by 58% in Q2 2026, selling an estimated $6.55K and leaving 394 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Valued Wealth Advisors first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.6K in Q1 2026. 62 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Valued Wealth Advisors held 394 shares of Crescent Energy worth $3.87K as of Q2 2026.
  • Valued Wealth Advisors sold 536 Crescent Energy shares in Q2 2026, an estimated $6.55K.
  • Crescent Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Valued Wealth Advisors first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Crescent Energy position peaked at $12.6K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.