A detailed history of Heritage Wealth Management, Inc. transactions in Crescent Energy CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 108,700 shares of CRGY stock, worth $1.36 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
108,700
Previous 123,850 12.23%
Holding current value
$1.36 Million
Previous $1.51 Billion 21.03%
% of portfolio
0.39%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$10.19 - $12.5 $154,378 - $189,375
-15,150 Reduced 12.23%
108,700 $1.19 Billion
Q2 2024

Sep 09, 2024

BUY
$10.24 - $12.62 $1.27 Million - $1.56 Million
123,850 New
123,850 $1.51 Billion

Others Institutions Holding CRGY

About Crescent Energy Co


  • Ticker CRGY
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 48,282,200
  • Market Cap $605M
  • Description
  • Crescent Energy Company, an energy company, explores for, develops, and produces crude oil, natural gas, and natural gas liquids (NGLs) reserves. The company holds a portfolio of oil and natural gas assets in key proven basins, including the Eagle Ford, Rockies, Barnett, Permian, Mid-Con, and other basins in the United States. As of December 31,...
More about CRGY
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