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Crescent Energy Company shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Crescent Energy Company (CRGY) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Crescent Energy Company

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All positions including Crescent Energy Company held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Crescent Energy Company by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 109k 10.95
2024-06-30 $1.5M 124k 12.17