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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

CRGY holding history

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

CRGY overviewAll 13F holders of CRGYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q4 2021
Holdings of CRGY by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−48,298−100.0%Sold outHolders
Q1 202648,298$652.0K0.1%00.0%UnchangedHolders
Q4 202548,298$405.2K0.1%−4,316−8.2%ReducedHolders
Q3 202552,614$469.3K0.1%00.0%UnchangedHolders
Q2 202552,614$452.5K0.1%00.0%UnchangedHolders
Q1 202552,614$591.4K0.1%00.0%UnchangedHolders
Q4 202452,614$768.7K0.1%00.0%UnchangedHolders
Q3 202452,614$576.1K0.1%00.0%UnchangedHolders
Q2 202452,614$623.5K0.1%+3,993+8.2%AddedHolders
Q1 202448,621$578.6K0.1%−3,973−7.6%ReducedHolders
Q4 202352,594$694.8K0.2%00.0%UnchangedHolders
Q3 202352,594$664.8K0.2%00.0%UnchangedHolders
Q2 202352,594$548.0K0.1%00.0%UnchangedHolders
Q1 202352,594$594.8K0.2%00.0%UnchangedHolders
Q4 202252,594$630.6K0.2%00.0%UnchangedHolders
Q3 202252,594$708.0K0.2%00.0%UnchangedHolders
Q2 202252,594$656.0K0.2%00.0%UnchangedHolders
Q1 202252,594$912.0K0.2%00.0%UnchangedHolders
Q4 202152,594$707.0K0.2%+52,594NewHolders