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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2023-01-20Jacobs, Christopher L. SaleTraded 2022-12-12 +39d$1K–$15K
2022-09-09Chris Jacobs R–NY-27PurchaseTraded 07-18 LATE·53d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
263COMMONWEALTH EQUITY SERVICES, LLC$01
264HARBOUR INVESTMENTS, INC.$01
265Clearstead Advisors, LLC$01
266COMERICA BANK$01
267MACKENZIE FINANCIAL CORP$01
268CIBC WORLD MARKETS CORP$01
269ARISTEIA CAPITAL, L.L.C.$01
270AMERICAN NATIONAL BANK & TRUST$01
271CIBC Private Wealth Group LLC$01
272CoreCommodity Management, LLC$01
273PEAK6 LLC$01
274OXFORD ASSET MANAGEMENT LLP$01
275Dynamic Technology Lab Private Ltd$01
276MANGROVE PARTNERS IM, LLC$01
277PDT Partners, LLC$01
278Alpine Global Management, LLC$01
279Interval Partners, LP$01
280JANE STREET GROUP, LLC$01
281Point72 Asset Management, L.P.$01
282Merit Financial Group, LLC$01
283CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$01
284Security National Bank$01
285ISLAY CAPITAL MANAGEMENT, LLC$01
286Global Retirement Partners, LLC$01
287Y-Intercept (Hong Kong) Ltd$01
288Woodline Partners LP$01
289MAGNOLIA CAPITAL ADVISORS LLC$01
290Annandale Capital, LLC$01
291State of Wyoming$01
292Webs Creek Capital Management LP$01
293XTX Topco Ltd$01
294Optiver Holding B.V.$01
295Pallas Capital Advisors LLC$01
296AlphaQuest LLC$01
297R Squared Ltd$01
298PharVision Advisers, LLC$01
299Heritage Wealth Management, Inc.$01
300Dunhill Financial, LLC$01
301SHERBROOKE PARK ADVISERS LLC$01
302Vinva Investment Management Ltd$01
303Freestone Grove Partners LP$01
304Scientech Research LLC$01
305Corigliano Investment Advisers, LLC$01
306SummitTX Capital, L.P.$01
307OPTIMA CAPITAL LLC$01
308Turas Capital Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 308 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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