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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Quarterly reported holdings in Crescent Energy Company by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $97k | 12k | 8.39 |
| 2025-06-30 | $91k | 11k | 8.60 |
| 2025-03-31 | $1.2M | 106k | 11.24 |
| 2024-12-31 | $1.6M | 112k | 14.61 |
| 2024-09-30 | $1.2M | 109k | 10.95 |
| 2024-06-30 | $1.5M | 124k | 12.17 |
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