Sunbelt Securities, Inc.
Broker-DealerPosition in CRGY — Crescent Energy Co
CIK 1632932
HOUSTON, TX
Position in CRGY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,044,116
+$782,739 QoQ
Shares Held
151,416
+0.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Sunbelt Securities, Inc. holds $7,860,114 across 35 Oil & Gas E&P names. CRGY ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRGY |
Crescent Energy Co
This page
|
151,416 | $2,044,116 | |
| 2 | COP |
Conocophillips
|
14,056 | $1,855,392 | |
| 3 | CTRA |
Coterra Energy Inc.
|
28,201 | $990,983 | |
| 4 | PR |
Permian Resources Corp
|
23,392 | $498,717 | |
| 5 | KRP |
Kimbell Royalty Partners, LP
|
30,233 | $437,471 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,921 | $379,954 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
5,438 | $353,470 | |
| 8 | BSM |
Black Stone Minerals, L.P.
|
19,808 | $299,496 |
All Filings in CRGY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,044,116 | 151,416 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,261,377 | 150,343 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,222,031 | 136,999 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $244,274 | 28,404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $322,104 | 28,657 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $414,982 | 28,404 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $362,401 | 33,096 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $343,578 | 28,994 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $342,101 | 28,748 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,028,606 | 153,566 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,937,749 | 153,303 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,731,043 | 166,127 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,627,124 | 143,866 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,527,118 | 127,366 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,512,856 | 112,313 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,401,117 | 112,269 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,546,728 | 89,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,131,056 | 89,200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||