Back to CRGY
McAlvany Wealth Management LLC → CRGY
McAlvany Wealth Management LLC CRGY Position History
Crescent Energy Company • Energy
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $3.1M |
| Q1 2026 | $3.1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 264.3K | — | — |
| Q2 2026 | $2.3M | 232.8K | — | — |
| Q1 2026 | $3.1M | 231.1K | — | — |
| Q1 2026 | $3.1M | 231.1K | — | — |
| Q4 2025 | $1.1M | 134.7K | — | — |
Other funds holding CRGY
$227.1M
$217.2M