Prestige Wealth Management Group LLC
Position in CRGY — Crescent Energy Co
CIK 1772715
FLEMINGTON, NJ
Position in CRGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,716
-$2,518 QoQ
Shares Held
684
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 361 holders
Holding Since
Jun 2025
5 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, 2026Prestige Wealth Management Group LLC holds $472,085 across 21 Oil & Gas E&P names. CRGY ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
3,573 | $371,448 | |
| 2 | MTDR |
Matador Resources Co
|
426 | $21,206 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
313 | $15,202 | |
| 4 | DVN |
Devon Energy Corp/De
|
288 | $11,900 | |
| 5 | EQT |
EQT Corp
|
184 | $9,783 | |
| 6 | APA |
APA Corp
|
240 | $7,816 | |
| 7 | CRGY |
Crescent Energy Co
This page
|
684 | $6,716 | |
| 8 | EOG |
Eog Resources Inc
|
48 | $6,226 |
All Filings in CRGY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,716 | 684 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,234 | 684 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,510 | 776 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,613 | 293 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $2,519 | 293 | Shares | Other | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||