Position in CRGY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$149,804
-$56,138 QoQ
Shares Held
15,255
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 361 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRGY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Segment Wealth Management, LLC holds $25,503,760 across 7 Oil & Gas E&P names. CRGY ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
128,973 | $16,731,667 | |
| 2 | DVN |
Devon Energy Corp/De
|
91,373 | $3,775,532 | |
| 3 | EQT |
EQT Corp
|
35,960 | $1,911,993 | |
| 4 | APA |
APA Corp
|
50,000 | $1,628,500 | |
| 5 | COP |
Conocophillips
|
9,552 | $993,025 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,782 | $313,239 | |
| 7 | CRGY |
Crescent Energy Co
This page
|
15,255 | $149,804 |
All Filings in CRGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,804 | 15,255 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $205,942 | 15,255 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $127,989 | 15,255 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||