Position in CRGY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,126
-$3,562 QoQ
Shares Held
1,133
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 72 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, 2026Physician Wealth Advisors, Inc. holds $583,555 across 39 Oil & Gas E&P names. CRGY ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,813 | $292,439 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
310 | $54,491 | |
| 3 | EOG |
Eog Resources Inc
|
403 | $52,281 | |
| 4 | DVN |
Devon Energy Corp/De
|
802 | $33,138 | |
| 5 | APA |
APA Corp
|
865 | $28,173 | |
| 6 | MUR |
Murphy Oil Corp
|
769 | $25,038 | |
| 7 | TPL |
Texas Pacific Land Corp
|
41 | $17,943 | |
| 8 | CRGY |
Crescent Energy Co
This page
|
1,133 | $11,126 |
All Filings in CRGY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,126 | 1,133 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,688 | 1,088 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,128 | 1,088 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,809 | 315 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,709 | 315 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||