Skip to main content

INDEPENDENT FINANCIAL GROUP, LLC

Position in CRGY — Crescent Energy Co

CIK 275484 SAN DIEGO, CA

Position in CRGY

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$109,984
-$27,716 QoQ
Shares Held
11,200
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 362 holders
Holding Since
Mar 2026
2 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, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $5,140,589 across 8 Oil & Gas E&P names. CRGY ranks #8 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 CRGY
Crescent Energy Co
This page
11,200 $109,984

All Filings in CRGY

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,984 11,200
2026-03-31 $137,700 10,200