Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in CRGY — Crescent Energy Co
CIK 1599852
FORT WORTH, TX
Position in CRGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$707,825
-$265,255 QoQ
Shares Held
72,080
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#156
of 361 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRGY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $25,495,530 across 7 Oil & Gas E&P names. CRGY ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
39,359 | $17,225,072 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
13,960 | $2,453,888 | |
| 3 | RRC |
Range Resources Corp
|
54,992 | $2,045,152 | |
| 4 | OVV |
Ovintiv Inc.
|
26,628 | $1,401,964 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
39,260 | $991,315 | |
| 6 | CRGY |
Crescent Energy Co
This page
|
72,080 | $707,825 | |
| 7 | EOG |
Eog Resources Inc
|
5,167 | $670,314 |
All Filings in CRGY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,825 | 72,080 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $973,080 | 72,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $604,751 | 72,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $525,521 | 58,915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,069 | 47,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $806,076 | 71,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,048,048 | 71,735 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $785,498 | 71,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $369,838 | 31,210 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $683,714 | 57,455 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $692,930 | 52,455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $693,177 | 54,840 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $571,432 | 54,840 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $621,201 | 54,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $658,550 | 54,925 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,946 | 15,215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,446 | 21,430 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $363,359 | 20,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $265,709 | 20,955 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||