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Crescent Energy Company shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Crescent Energy Company

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All positions including Crescent Energy Company held by MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 68k 8.92
2025-06-30 $584k 68k 8.60
2025-03-31 $603k 54k 11.24
2024-12-31 $783k 54k 14.61
2022-09-30 $445k 33k 13.46
2022-06-30 $413k 33k 12.49
2022-03-31 $573k 33k 17.33

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Crescent Energy Company

Kohlberg Kravis Roberts & Co
BlackRock
Vanguard Group
American Century Companies
Dimensional Fund Advisors
State Street Corporation
Bank of New York Mellon
Geode Capital Management
HITE Hedge Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Segall Bryant & Hamill
Jennison Associates
Hotchkis and Wiley Capital Management
Millennium Management

View all funds holding Crescent Energy Company