CRGYNYSECrude Petroleum & Natural GasFiscal year ends December 31
Crescent Energy Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$13.70−0.07 (-0.51%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.3%
302M of 330M shares
Institutional holders
362
68 new, 61 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $402.49M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| KKR Group Assets Holdings III L.P. | 68,655,357 | 16.30% | 13D (active) amendment | Oct 8, 2026 |
| BlackRock, Inc. | 37,098,664 | 11.20% | 13G (passive) amendment | Jun 30, 2026 |
| LMHC Massachusetts Holdings Inc. | 36,894,411 | 14.50% | 13D (active) amendment | Aug 24, 2025 |
| Liberty Energy Holdings, LLC | 36,894,411 | 14.50% | 13D (active) amendment | Dec 18, 2025 |
| KKR Group Assets III GP LLC | 26,758,127 | 12.20% | 13D (active) amendment | Apr 4, 2025 |
| KKR Management LLP | 26,758,127 | 10.50% | 13D (active) amendment | Aug 24, 2025 |
| Dimensional Fund Advisors LP | 18,311,297 | 5.50% | 13G (passive) | Sep 30, 2026 |
| American Century Investment Management, Inc. | 17,286,447 | 5.30% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | 16,551,114 | 5.00% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 16,402,733 | 5.00% | 13G (passive) | Mar 31, 2026 |
| Pacer Advisors, Inc. | 11,697,783 | 6.25% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CRGY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 38,716,409 | 11.72% | $380.20M | +1,359,062 | 0.01% |
| Kohlberg Kravis Roberts & Co. L.P. | 28,655,357 | 8.67% | $281.40M | – | 4.93% |
| American Century Companies Inc | 17,958,226 | 5.44% | $176.35M | +671,779 | 0.08% |
| Vanguard Portfolio Management LLC | 17,244,762 | 5.22% | $169.34M | +1,017,520 | 0.01% |
| Goldman Sachs Group Inc | 16,912,550 | 5.12% | $166.08M | +8,602,274 | 0.01% |
| State Street Corp | 16,551,114 | 5.01% | $162.53M | +465,744 | 0.00% |
| Dimensional Fund Advisors LP | 16,311,619 | 4.94% | $160.18M | +3,140,586 | 0.03% |
| Vanguard Capital Management LLC | 11,999,515 | 3.63% | $117.84M | +677,100 | 0.00% |
| Invesco Ltd. | 8,778,114 | 2.66% | $86.20M | +198,785 | 0.01% |
| Jennison Associates LLC | 7,589,933 | 2.30% | $74.53M | +3,335,526 | 0.04% |
| Geode Capital Management, LLC | 6,499,983 | 1.97% | $63.84M | +401,337 | 0.00% |
| Two Sigma Investments, LP | 5,623,753 | 1.70% | $55.23M | +3,835,830 | 0.04% |
| Charles Schwab Investment Management Inc | 5,114,028 | 1.55% | $50.22M | −333,657 | 0.01% |
| Bank of New York Mellon Corp | 4,459,464 | 1.35% | $43.79M | +193,993 | 0.01% |
| Liberty Mutual Group Asset Management Inc. | 4,254,746 | 1.29% | $41.78M | −32,600,000 | 3.65% |
| Assenagon Asset Management S.A. | 3,954,208 | 1.20% | $38.83M | New | 0.02% |
| Morgan Stanley | 3,434,358 | 1.04% | $33.73M | +310,784 | 0.00% |
| Pickering Energy Partners LP | 3,203,978 | 0.97% | $31.46M | +61,500 | 87.43% |
| Citadel Advisors LLC | 3,186,604 | 0.96% | $31.29M | +3,097,467 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 2,883,335 | 0.87% | $28.31M | +318,050 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 362 | 302M | 91.3% | 68 / 149 | 84 / 61 | 55M | 55M |
| Q1 2026 | 361 | 302M | 91.5% | 68 / 129 | 116 / 50 | 76M | 29M |
| Q4 2025 | 350 | 283M | 85.6% | 79 / 178 | 66 / 31 | 92M | 11M |
| Q3 2025 | 312 | 203M | 61.3% | 72 / 105 | 82 / 31 | 17M | 17M |
| Q2 2025 | 275 | 202M | 61.2% | 40 / 123 | 79 / 55 | 48M | 21M |
| Q1 2025 | 292 | 175M | 52.9% | 53 / 111 | 92 / 33 | 23M | 26M |
| Q4 2024 | 275 | 180M | 54.4% | 76 / 110 | 49 / 34 | 68M | 21M |
| Q3 2024 | 235 | 132M | 40.1% | 67 / 94 | 45 / 41 | 55M | 9M |
| Q2 2024 | 212 | 95M | 28.6% | 57 / 83 | 41 / 33 | 34M | 16M |
| Q1 2024 | 191 | 77M | 23.3% | 51 / 64 | 46 / 25 | 22M | 4M |
| Q4 2023 | 166 | 58M | 17.7% | 28 / 78 | 30 / 28 | 17M | 5M |
| Q3 2023 | 168 | 51M | 15.3% | 35 / 60 | 33 / 17 | 25M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CRGY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 14,725,765 | 4.46% | $144.61M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 8,917,639 | 2.70% | $87.57M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 7,580,275 | 2.29% | $87.63M | 0.32% | May 31, 2026 |
| iShares Russell 2000 ETF | 6,784,290 | 2.05% | $66.62M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 6,762,509 | 2.05% | $66.41M | 2.28% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,444,820 | 1.95% | $63.29M | 0.03% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 6,254,043 | 1.89% | $71.73M | 0.65% | Jul 31, 2026 |
| Small Cap Value Fund | 4,360,000 | 1.32% | $42.82M | 1.41% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,078,135 | 1.23% | $40.05M | 0.06% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 3,478,916 | 1.05% | $39.90M | 0.21% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 3,100,735 | 0.94% | $30.45M | 0.87% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,843,621 | 0.86% | $32.62M | 0.10% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 2,802,868 | 0.85% | $27.52M | 0.03% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 2,536,067 | 0.77% | $29.09M | 0.17% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,456,201 | 0.74% | $24.12M | 0.17% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brandi Kendall | Chief Financial Officer, Director | 356,023 | 0.11% | Sep 25, 2026 |
| David C. Rockecharlie | Chief Executive Officer, Director | 1,107,341 | 0.34% | Sep 25, 2026 |
| John Clayton Rynd | EVP, Investments | 339,684 | 0.10% | Sep 25, 2026 |
| Jerome D. Hall JR | Chief Operating Officer | 139,164 | 0.04% | Jun 4, 2026 |
| Bo Shi | See Remarks | 49,366 | 0.01% | Apr 2, 2026 |
| Todd Falk | See remarks | 18,725 | 0.01% | Mar 18, 2026 |
| Marcus C. Rowland | Director | 53,946 | 0.02% | Aug 18, 2026 |
| Claire S. Farley | Director | 63,324 | 0.02% | Apr 2, 2026 |
| Jarvis V. Hollingsworth | Director | 55,656 | 0.02% | Apr 2, 2026 |
| John C. Goff | Director | 2,552,282 | 0.77% | Apr 2, 2026 |
| Karen Jo Simon | Director | 103,748 | 0.03% | Apr 2, 2026 |
| Ellis L. McCain | Director | 96,389 | 0.03% | Apr 2, 2026 |
| Conrad V. Langenhagen | Director | 24,773 | 0.01% | Apr 2, 2026 |
| William E. Albrecht | Director | 82,075 | 0.02% | Apr 2, 2026 |
| Bevin Brown | Director | 42,765 | 0.01% | Apr 2, 2026 |
| Robert G. Gwin | Director | 63,324 | 0.02% | Apr 2, 2026 |
| Independence Energy Holdings LLC PT | Director, 10% owner | 39,474,242 | 11.95% | Dec 18, 2025 |
| Erich Bobinsky | Director | 25,354 | 0.01% | Apr 3, 2025 |
| Michael Duginski | Director | 270,650 | 0.08% | Apr 3, 2025 |
| Mutual Foundation Inc. Liberty | 10% owner | 4,294,411 | 1.30% | May 11, 2026 |
| MUTUAL HOLDING Co INC. LIBERTY | 10% owner | 36,905,456 | 11.17% | May 11, 2026 |
| Liberty Energy Holdings, LLC | 10% owner | 80,783 | 0.02% | May 11, 2026 |
| Group Holdings Corp. KKR | 10% owner | 26,185,773 | 7.93% | Apr 8, 2025 |
| Energy Aggregator L.P. Independence | 10% owner | 54,234,496 | 16.41% | Apr 8, 2025 |
| Energy Aggregator GP LLC Independence | 10% owner | 26,185,773 | 7.93% | Apr 8, 2025 |
| Group Assets Holdings III L.P. KKR | 10% owner | – | – | Apr 8, 2025 |
| Group Assets III GP LLC KKR | 10% owner | 29,134,496 | 8.82% | Apr 8, 2025 |
| Management LLP KKR | 10% owner | – | – | Apr 8, 2025 |
| & Co. Inc. KKR | 10% owner | 29,134,496 | 8.82% | Apr 8, 2025 |
| Group Co. Inc. KKR | 10% owner | – | – | Apr 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David C. Rockecharlie Chief Executive Officer, Director | Sep 23, 2026 | Other | +900,000 | – | – | 1,107,341 |
| John Clayton Rynd EVP, Investments | Sep 23, 2026 | Other | +300,000 | – | – | 339,684 |
| Brandi Kendall Chief Financial Officer, Director | Sep 23, 2026 | Other | +300,000 | – | – | 356,023 |
| Marcus C. Rowland Director | Aug 14, 2026 | Gift | −3,500 | – | – | 53,946 |
| Jerome D. Hall JR Chief Operating Officer | Jun 2, 2026 | Tax withholding | −44,731 | $11.99 | $536.32K | 139,164 |
| Mutual Foundation Inc. Liberty 10% owner | May 7, 2026 | Sale | −32,600,000 | $12.33 | $401.96M | 4,213,628 |
| Marcus C. Rowland Director | May 6, 2026 | Sale | −40,000 | $13.25 | $530.00K | 57,446 |
| Claire S. Farley Director | Apr 1, 2026 | Award | +17,411 | – | – | 63,324 |
| Conrad V. Langenhagen Director | Apr 1, 2026 | Award | +17,411 | – | – | 24,773 |
| Bo Shi See Remarks | Apr 1, 2026 | Tax withholding | −3,426 | $12.73 | $43.61K | 49,366 |
| Marcus C. Rowland Director | Apr 1, 2026 | Award | +17,411 | – | – | 97,446 |
| Karen Jo Simon Director | Apr 1, 2026 | Award | +17,411 | – | – | 103,748 |
| Bevin Brown Director | Apr 1, 2026 | Award | +17,411 | – | – | 42,765 |
| Robert G. Gwin Director | Apr 1, 2026 | Award | +17,411 | – | – | 63,324 |
| William E. Albrecht Director | Apr 1, 2026 | Award | +17,411 | – | – | 82,075 |
| Jarvis V. Hollingsworth Director | Apr 1, 2026 | Award | +17,411 | – | – | 55,656 |
| Ellis L. McCain Director | Apr 1, 2026 | Award | +17,411 | – | – | 96,389 |
| John C. Goff Director | Apr 1, 2026 | Award | +31,012 | – | – | 31,012 |
| Brandi Kendall See remarks, Director | Mar 16, 2026 | Other | −11,259 | $11.80 | $132.86K | 56,023 |
| Brandi Kendall See remarks, Director | Mar 16, 2026 | Other | +43,935 | – | – | 67,282 |
| John Clayton Rynd See remarks | Mar 16, 2026 | Other | +43,935 | – | – | 50,935 |
| John Clayton Rynd See remarks | Mar 16, 2026 | Other | −11,251 | $11.80 | $132.76K | 39,684 |
| Todd Falk See remarks | Mar 16, 2026 | Other | +11,725 | – | – | 18,725 |
| Todd Falk See remarks | Mar 16, 2026 | Other | −3,400 | $11.80 | $40.12K | 15,325 |
| David C. Rockecharlie See remarks, Director | Mar 16, 2026 | Other | −43,359 | $11.80 | $511.64K | 207,341 |
| David C. Rockecharlie See remarks, Director | Mar 16, 2026 | Other | +140,700 | – | – | 250,700 |
| Marcus C. Rowland Director | Dec 17, 2025 | Gift | −2,250 | – | – | 80,035 |
| Marcus C. Rowland Director | Dec 17, 2025 | Gift | −6,500 | – | – | 84,535 |
| Marcus C. Rowland Director | Dec 17, 2025 | Gift | −2,250 | – | – | 82,285 |
| Liberty Energy Holdings, LLC Director, 10% owner | Dec 16, 2025 | Gift | −36,813,628 | – | – | 41,118 |
| Jerome D. Hall JR Chief Operating Officer | Sep 26, 2025 | Award | +183,895 | – | – | 183,895 |
| Conrad V. Langenhagen Director | Sep 26, 2025 | Award | +7,362 | – | – | 7,362 |
| MUTUAL HOLDING Co INC. LIBERTY Director, 10% owner | Apr 4, 2025 | Conversion | +36,813,628 | – | – | 36,854,748 |
| MUTUAL HOLDING Co INC. LIBERTY Director, 10% owner | Apr 4, 2025 | Other | −36,813,628 | – | – | 0 |
| Group Holdings Corp. KKR 10% owner | Apr 4, 2025 | Conversion | +26,185,773 | – | – | 26,185,773 |
| Group Holdings Corp. KKR 10% owner | Apr 4, 2025 | Other | −26,185,773 | – | – | 0 |
| Energy Aggregator GP LLC Independence 10% owner | Apr 4, 2025 | Other | −26,185,773 | – | – | 0 |
| Energy Aggregator GP LLC Independence 10% owner | Apr 4, 2025 | Conversion | +26,185,773 | – | – | 26,185,773 |
| Robert G. Gwin Director | Apr 1, 2025 | Award | +11,043 | – | – | 45,913 |
| Michael Duginski Director | Apr 1, 2025 | Award | +11,043 | – | – | 270,650 |
| Claire S. Farley Director | Apr 1, 2025 | Award | +11,043 | – | – | 45,913 |
| Karen Jo Simon Director | Apr 1, 2025 | Award | +11,043 | – | – | 86,337 |
| Independence Energy Holdings LLC PT Director, 10% owner | Apr 1, 2025 | Award | +22,086 | – | – | 91,828 |
| Bevin Brown Director | Apr 1, 2025 | Award | +11,043 | – | – | 25,354 |
| Marcus C. Rowland Director | Apr 1, 2025 | Award | +11,043 | – | – | 91,035 |
| Ellis L. McCain Director | Apr 1, 2025 | Award | +11,043 | – | – | 78,978 |
| John C. Goff Director, 10% owner | Apr 1, 2025 | Award | +19,669 | – | – | 19,669 |
| Erich Bobinsky Director | Apr 1, 2025 | Award | +11,043 | – | – | 25,354 |
| Bo Shi See Remarks | Apr 1, 2025 | Tax withholding | −3,438 | $11.08 | $38.09K | 52,792 |
| Bo Shi See Remarks | Apr 1, 2025 | Award | +10,352 | – | – | 56,230 |
| Brandi Kendall See remarks, Director | Mar 17, 2025 | Buy | +932 | $11.05 | $10.30K | 23,347 |
| Michael Duginski Director | Mar 13, 2025 | Buy | +20,000 | $10.57 | $211.40K | 259,607 |
| Michael Duginski Director | Mar 12, 2025 | Buy | +6,000 | $10.71 | $64.26K | 239,607 |
| Michael Duginski Director | Mar 11, 2025 | Buy | +4,000 | $10.38 | $41.52K | 233,607 |
| Group Assets III GP LLC KKR 10% owner | Mar 10, 2025 | Conversion | +2,948,723 | – | – | 2,948,723 |
| Group Assets III GP LLC KKR 10% owner | Mar 10, 2025 | Sale | −2,948,723 | $9.91 | $29.22M | 0 |
| Group Assets III GP LLC KKR 10% owner | Mar 10, 2025 | Other | −2,948,723 | – | – | 26,185,773 |
| & Co. Inc. KKR 10% owner | Mar 10, 2025 | Conversion | +2,948,723 | – | – | 2,948,723 |
| & Co. Inc. KKR 10% owner | Mar 10, 2025 | Sale | −2,948,723 | $9.91 | $29.22M | 0 |
| & Co. Inc. KKR 10% owner | Mar 10, 2025 | Other | −2,948,723 | – | – | 26,185,773 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rowland Marcus Director | May 8, 2026 | 40,000 | $529.89K | May 6, 2026 | COMPANY MERGER |
| Mutual Foundation Inc. Liberty 10% stockholder | May 6, 2026 | 32,600,000 | $427.06M | May 6, 2026 | The shares were transferred to Liberty Mutual Foundation Inc. by Liberty Mutual Insurance Company on December 18, 2025 |
| Energy Aggregator L.P. Independence 10% Stockholder | Mar 10, 2025 | 2,948,723 | $29.22M | Mar 10, 2025 | Consummation of a Merger |
| Energy Aggregator L.P. Independence 10% Stockholder | Apr 1, 2024 | 6,000,000 | $64.44M | Apr 1, 2024 | consummation of merger |
| Energy Aggregator L.P. Independence 10% Stockholder | Nov 15, 2023 | 3,000,000 | $32.70M | Nov 15, 2023 | consummation of merger |