Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CRGY holding history

Crescent Energy Co in every 13F filed by Segment Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRGY overview All 13F holders of CRGY Full Q2 2026 holdings

Shares (Q2 2026): 15,255
Value: $149.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CRGY by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,255	$149.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	15,255	$205.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	15,255	$128.0K	<0.1%	+15,255	New	Holders