Public record / Tickers / CRGY

CRGY — Crescent Energy Co†

Both disclosure regimes on one name: who in Congress filed about CRGY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming CRGY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
308
top-308 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-06-24 → filed 2025-08-13. Ranked over every CRGY row by the provable lower bound, never a point estimate.

No member disclosed CRGY in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CRGY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRGY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2023-01-20Jacobs, Christopher L. —SELLTraded 2022-12-12 +39d$1K–$15K
2022-09-09Chris Jacobs R–NY-27BUYTraded 07-18 LATE·53d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CRGY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CRGY in the trailing 12 months.

Congress ↔ notable managers · CRGY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Miller Value Partners $27.0M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CRESCENT ENERGY COMPANY

Merged timeline of congressional filings and notable-manager moves on CRGY
DateWhoChangeSize
2026-05-15Miller Value Partners 13FNEW+2,003,132 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CRGY for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$504M1
2Liberty Mutual Group Asset Management Inc.$497M1
3Kohlberg Kravis Roberts & Co. L.P.$387M1
4AMERICAN CENTURY COMPANIES INC$233M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$219M1
6STATE STREET CORP$217M1
7DIMENSIONAL FUND ADVISORS LP$178M1
8VANGUARD CAPITAL MANAGEMENT LLC$153M1
9Invesco Ltd.$116M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$73.5M1
11JENNISON ASSOCIATES LLC$57.4M1
12Cetera Investment Advisers$45.1M1
13MORGAN STANLEY$42.2M1
14BANK OF AMERICA CORP /DE/$41.3M1
15PICKERING ENERGY PARTNERS LP$40.5M1
16UBS Group AG$37.2M1
17Portolan Capital Management, LLC$35.1M1
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$34.6M1
19NORTHERN TRUST CORP$31.6M1
20MILLER VALUE PARTNERS, LLC$27.0M1
21TWO SIGMA INVESTMENTS, LP$24.1M1
22VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.9M1
23BRIDGEWAY CAPITAL MANAGEMENT, LLC$22.5M1
24D. E. Shaw & Co., Inc.$22.3M1
25VANGUARD FIDUCIARY TRUST CO$21.5M1
26Kore Advisors LP$21.4M1
27FIRST TRUST ADVISORS LP$20.8M1
28DEUTSCHE BANK AG\$18.7M1
29Nuveen, LLC$18.2M1
30Empowered Funds, LLC$18.1M1
31ArrowMark Colorado Holdings LLC$18.1M1
32Alyeska Investment Group, L.P.$17.5M1
33PRINCIPAL FINANCIAL GROUP INC$16.0M1
34BALYASNY ASSET MANAGEMENT L.P.$15.9M1
35FMR LLC$15.9M1
36Pingora Partners LLC$15.1M1
37Squarepoint Ops LLC$14.7M1
38SUSQUEHANNA ADVISORS GROUP, INC.$14.5M1
39HITE Hedge Asset Management LLC$11.8M1
40PUBLIC SECTOR PENSION INVESTMENT BOARD$11.7M1
41Aventail Capital Group, LP$10.3M1
42MIZUHO MARKETS AMERICAS LLC$9.5M1
43AQR CAPITAL MANAGEMENT LLC$8.9M1
44Dana Investment Advisors, Inc.$8.9M1
45CITIGROUP INC$8.1M1
46Rafferty Asset Management, LLC$7.8M1
47WINTON GROUP Ltd$7.1M1
48WELLS FARGO & COMPANY/MN$6.9M1
49CastleKnight Management LP$6.8M1
50Legal & General Group Plc$6.7M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.7M1
52Swiss National Bank$6.6M1
53SEI INVESTMENTS CO$5.2M1
54Susquehanna Portfolio Strategies, LLC$5.1M1
55Lloyd Harbor Capital Management, LLC$4.8M1
56RAYMOND JAMES FINANCIAL INC$4.5M1
57Grantham, Mayo, Van Otterloo & Co. LLC$4.5M1
58NFJ INVESTMENT GROUP, LLC$3.9M1
59Freestone Capital Holdings, LLC$3.4M1
60PRUDENTIAL FINANCIAL INC$3.4M1
61Creative Planning$3.4M1
62McAlvany Wealth Management LLC$3.1M1
63Phocas Financial Corp.$3.1M1
64VAN DEN BERG MANAGEMENT I, INC$3.1M1
65Numerai GP LLC$3.0M1
66Jasper Ridge Partners, L.P.$2.9M1
67HOHIMER WEALTH MANAGEMENT, LLC$2.8M1
68BNP Paribas Asset Management Holding S.A.$2.8M1
69Mraz, Amerine & Associates, Inc.$2.7M1
70MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
71Truffle Hound Capital, LLC$2.7M1
72ALLIANCEBERNSTEIN L.P.$2.6M1
73ROYCE & ASSOCIATES LP$2.5M1
74Walleye Capital LLC$2.4M1
75TWINBEECH CAPITAL LP$2.4M1
76Nokomis Capital, L.L.C.$2.4M1
77Vanguard Global Advisers, LLC$2.4M1
78IMC-Chicago, LLC$2.3M1
79VOYA INVESTMENT MANAGEMENT LLC$2.3M1
80MOODY NATIONAL BANK TRUST DIVISION$2.3M1
81INTECH INVESTMENT MANAGEMENT LLC$2.3M1
82READYSTATE ASSET MANAGEMENT LP$2.2M1
83Quantinno Capital Management LP$2.2M1
84VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
85Michelson Medical Research Foundation, Inc.$2.1M1
86LAZARD ASSET MANAGEMENT LLC$2.1M1
87Focus Partners Wealth$1.7M1
88VARCOV Co.$1.7M1
89SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M1
90Quadrature Capital Ltd$1.7M1
91Advisors Asset Management, Inc.$1.7M1
92Illinois Municipal Retirement Fund$1.6M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
94FIFTH THIRD BANCORP$1.6M1
95MILLENNIUM MANAGEMENT LLC$1.5M1
96Janus Henderson Group Ltd.$1.4M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
98VIRTUS ADVISERS, LLC$1.3M1
99Voleon Capital Management LP$1.3M1
100Lighthouse Investment Partners, LLC$1.3M1
101MYDA Advisors LLC$1.3M1
102CITADEL ADVISORS LLC$1.2M1
103Lombard Odier Asset Management (USA) Corp$1.2M1
104Tidal Investments LLC$1.1M1
105CIBC WORLD MARKET INC.$1.1M1
106DAVENPORT & Co LLC$1.1M1
107CSS LLC/IL$1.1M1
108Zurcher Kantonalbank (Zurich Cantonalbank)$979K1
109Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$973K1
110LPL Financial LLC$961K1
111ALPS ADVISORS INC$919K1
112Heirloom Wealth Management$917K1
113Arizona State Retirement System$914K1
114Vanguard Investments Australia, Ltd.$872K1
115FIRST CITIZENS BANK & TRUST CO$861K1
116HANCOCK WHITNEY CORP$849K1
117Envestnet Portfolio Solutions, Inc.$824K1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$811K1
119Mariner, LLC$753K1
120OREGON PUBLIC EMPLOYEES RETIREMENT FUND$750K1
121KLP KAPITALFORVALTNING AS$732K1
122IEQ CAPITAL, LLC$722K1
123CFM WEALTH PARTNERS LLC$652K1
124Mitsubishi UFJ Trust & Banking Corp$650K1
125KEYBANK NATIONAL ASSOCIATION/OH$649K1
126Vanguard Personalized Indexing Management, LLC$633K1
127ACT CAPITAL MANAGEMENT, LLC$608K1
128Western Wealth Management, LLC$599K1
129Cerity Partners LLC$592K1
130Caitong International Asset Management Co., Ltd$588K1
131Tower Research Capital LLC (TRC)$582K1
132Caprock Group, LLC$572K1
133Northside Capital Management, LLC$544K1
134ProShare Advisors LLC$539K1
135ROYAL BANK OF CANADA$537K1
136Pictet Asset Management Holding SA$517K1
137WESTWOOD HOLDINGS GROUP INC$508K1
138STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$502K1
139OneDigital Investment Advisors LLC$493K1
140TWO SIGMA SECURITIES, LLC$489K1
141Maryland State Retirement & Pension System$478K1
142MIRABELLA FINANCIAL SERVICES LLP$458K1
143MONTGOMERY INVESTMENT MANAGEMENT INC$454K1
144AXQ CAPITAL, LP$445K1
145GUGGENHEIM CAPITAL LLC$431K1
146Kestra Advisory Services, LLC$425K1
147BANK OF MONTREAL /CAN/$424K1
148CWM, LLC$411K1
149MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$375K1
150MidFirst Bank$373K1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$371K1
152Graham Capital Management, L.P.$351K1
153Schonfeld Strategic Advisors LLC$350K1
154Centiva Capital, LP$346K1
155GTS SECURITIES LLC$336K1
156STATE OF WISCONSIN INVESTMENT BOARD$326K1
157Corient Private Wealth LLC$322K1
158Sequoia Financial Advisors, LLC$316K1
159XPONANCE LLC$315K1
160CIBC Asset Management Inc$305K1
161Inscription Capital, LLC$298K1
162MERCER GLOBAL ADVISORS INC /ADV$290K1
163FRANKLIN RESOURCES INC$271K1
164Brevan Howard Capital Management LP$266K1
165Chicago Partners Investment Group LLC$264K1
166Pathstone Holdings, LLC$263K1
167Bleakley Financial Group, LLC$259K1
168SIGNATUREFD, LLC$254K1
169Savant Capital, LLC$249K1
170Fieldview Capital Management, LLC$241K1
171Amundi$219K1
172EntryPoint Capital, LLC$214K1
173Segment Wealth Management, LLC$206K1
174Brooklyn Investment Group$193K1
175AIGEN INVESTMENT MANAGEMENT, LP$191K1
176nVerses Capital, LLC$188K1
177PROFUND ADVISORS LLC$184K1
178Swiss Life Asset Management Ltd$184K1
179SAGE RHINO CAPITAL LLC$184K1
180DnB Asset Management AS$181K1
181CIBC Bancorp USA Inc.$177K1
182MEEDER ASSET MANAGEMENT INC$174K1
1839823 Capital, L.P.$173K1
184HighTower Advisors, LLC$171K1
185NOMURA HOLDINGS INC$165K1
186Holocene Advisors, LP$165K1
187REDSTONE WEALTH MANAGEMENT, LLC$164K1
188STIFEL FINANCIAL CORP$153K1
189SPROTT INC.$152K1
190iSAM Funds (UK) Ltd$151K1
191WOLVERINE ASSET MANAGEMENT LLC$150K1
192Man Group plc$149K1
193WELLINGTON MANAGEMENT GROUP LLP$146K1
194Semanteon Capital Management, LP$138K1
195INDEPENDENT FINANCIAL GROUP, LLC$138K1
196CURA WEALTH ADVISORS, LLC$137K1
197QUADRANT CAPITAL GROUP LLC$132K1
198Legacy Wealth Managment, LLC/ID$127K1
199NFSG Corp$85.9K1
200Vise Technologies, Inc.$85.5K1
201OSAIC HOLDINGS, INC.$76.7K1
202Allworth Financial LP$69.6K1
203Pinnacle Wealth Planning Services, Inc.$68.7K1
204NOMURA ASSET MANAGEMENT CO LTD$53.8K1
205US BANCORP \DE\$47.2K1
206Steward Partners Investment Advisory, LLC$47.1K1
207Arax Advisory Partners$36.1K1
208Founders Capital Management$27.0K1
209MAI Capital Management$26.1K1
210HUSSMAN STRATEGIC ADVISORS, INC.$25.7K1
211Kemnay Advisory Services Inc.$24.9K1
212UMB Bank, n.a.$21.5K1
213True Wealth Design, LLC$20.3K1
214ASSETMARK, INC$18.0K1
215Physician Wealth Advisors, Inc.$14.7K1
216Parkside Financial Bank & Trust$13.3K1
217Kilter Group LLC$12.6K1
218Valued Wealth Advisors LLC$12.6K1
219Prestige Wealth Management Group LLC$9.2K1
220Smartleaf Asset Management LLC$8.4K1
221BARROW HANLEY MEWHINNEY & STRAUSS LLC$7.3K1
222Atlantic Union Bankshares Corp$7.1K1
223Private Wealth Management Group, LLC$5.6K1
224Rockefeller Capital Management L.P.$5.2K1
225Larson Financial Group LLC$3.4K1
226Blue Trust, Inc.$2.9K1
227Vermillion Wealth Management, Inc.$2.7K1
228THRIVENT FINANCIAL FOR LUTHERANS$2.2K1
229NATIONAL BANK OF CANADA /FI/$2.1K1
230ALGERT GLOBAL LLC$2.1K1
231Corsicana & Co.$2.0K1
232CVA Family Office, LLC$1.8K1
233State of Alaska, Department of Revenue$1.7K1
234FARMERS & MERCHANTS INVESTMENTS INC$1.7K1
235SUMMIT SECURITIES GROUP LLC$1.7K1
236Owl Creek Wealth Partners LLC$1.5K1
237PICTON MAHONEY ASSET MANAGEMENT$1.5K1
238Quarry LP$1.3K1
239Cambridge Investment Research Advisors, Inc.$1.0K1
240Bell Investment Advisors, Inc$8641
241Federation des caisses Desjardins du Quebec$6751
242JFS WEALTH ADVISORS, LLC$5811
243GILPIN WEALTH MANAGEMENT, LLC$4321
244Summit Global Investments$3991
245NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3511
246NATIXIS ADVISORS, LLC$2981
247DekaBank Deutsche Girozentrale$2981
248FINANCIAL CONSULATE, INC$2701
249Ankerstar Wealth, LLC$2701
250Transamerica Financial Advisors, LLC$2291
251Virtu Financial LLC$2091
252SJS Investment Consulting Inc.$1491
253KBC Group NV$1401
254DiNuzzo Private Wealth, Inc.$1221
255TORONTO DOMINION BANK$1031
256Community Financial Services Group, LLC$1021
257Rialto Wealth Management, LLC$541
258HFM Investment Advisors, LLC$541
259CONTRAVISORY INVESTMENT MANAGEMENT, INC.$91
260Avion Wealth$51
261Capital Advisors, Ltd. LLC$01
262VANGUARD GROUP INC— value not disclosed1
263COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
264HARBOUR INVESTMENTS, INC.— value not disclosed1
265Clearstead Advisors, LLC— value not disclosed1
266COMERICA BANK— value not disclosed1
267MACKENZIE FINANCIAL CORP— value not disclosed1
268CIBC WORLD MARKETS CORP— value not disclosed1
269ARISTEIA CAPITAL, L.L.C.— value not disclosed1
270AMERICAN NATIONAL BANK & TRUST— value not disclosed1
271CIBC Private Wealth Group LLC— value not disclosed1
272CoreCommodity Management, LLC— value not disclosed1
273PEAK6 LLC— value not disclosed1
274OXFORD ASSET MANAGEMENT LLP— value not disclosed1
275Dynamic Technology Lab Private Ltd— value not disclosed1
276MANGROVE PARTNERS IM, LLC— value not disclosed1
277PDT Partners, LLC— value not disclosed1
278Alpine Global Management, LLC— value not disclosed1
279Interval Partners, LP— value not disclosed1
280JANE STREET GROUP, LLC— value not disclosed1
281Point72 Asset Management, L.P.— value not disclosed1
282Merit Financial Group, LLC— value not disclosed1
283CANTOR FITZGERALD INVESTMENT ADVISORS L.P.— value not disclosed1
284Security National Bank— value not disclosed1
285ISLAY CAPITAL MANAGEMENT, LLC— value not disclosed1
286Global Retirement Partners, LLC— value not disclosed1
287Y-Intercept (Hong Kong) Ltd— value not disclosed1
288Woodline Partners LP— value not disclosed1
289MAGNOLIA CAPITAL ADVISORS LLC— value not disclosed1
290Annandale Capital, LLC— value not disclosed1
291State of Wyoming— value not disclosed1
292Webs Creek Capital Management LP— value not disclosed1
293XTX Topco Ltd— value not disclosed1
294Optiver Holding B.V.— value not disclosed1
295Pallas Capital Advisors LLC— value not disclosed1
296AlphaQuest LLC— value not disclosed1
297R Squared Ltd— value not disclosed1
298PharVision Advisers, LLC— value not disclosed1
299Heritage Wealth Management, Inc.— value not disclosed1
300Dunhill Financial, LLC— value not disclosed1
301SHERBROOKE PARK ADVISERS LLC— value not disclosed1
302Vinva Investment Management Ltd— value not disclosed1
303Freestone Grove Partners LP— value not disclosed1
304Scientech Research LLC— value not disclosed1
305Corigliano Investment Advisers, LLC— value not disclosed1
306SummitTX Capital, L.P.— value not disclosed1
307OPTIMA CAPITAL LLC— value not disclosed1
308Turas Capital Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 261 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CRGY

RETAINED WINDOW · ACTIVE HITS

Zero hits on CRGY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CRGY · financials and macro

Financials — as filed PLANNED

CRGY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CRGY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing