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Vermillion Wealth Management’s Crescent Energy CRGY Stock Holding History

Vermillion Wealth Management’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
-202
Closed -$2.73K – 1742
2026
Q1 		$2.73K Buy
202
+2
+1% +$21 ﹤0.01% 601
2025
Q4 		$1.68K Buy
+200
New +$1.76K ﹤0.01% 531

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vermillion Wealth Management's CRGY Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 202 shares — an estimated $2.73K sold.

Vermillion Wealth Management first reported a position in CRGY in Q4 2025 and held it in 2 quarters. The position peaked at $2.73K in Q1 2026. 32 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 202 Crescent Energy shares in Q2 2026, an estimated $2.73K.
  • Vermillion Wealth Management first reported a position in Crescent Energy in Q4 2025 and held it in 2 quarters.
  • Vermillion Wealth Management's Crescent Energy position peaked at $2.73K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.