Welch Group, LLC CRGY — CRESCENT ENERGY COMPANY

Ownership history in Welch Group, LLC  ·  19 quarters on record

AI Ownership Summary

Welch Group, LLC reported CRESCENT ENERGY COMPANY (CRGY) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows CRGY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Welch Group, LLC's position in CRESCENT ENERGY COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CRGY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRGY stock page Welch Group, LLC fund profile Welch Group, LLC full holdings
How Welch Group, LLC held CRGY — position size vs. price
% of Fund (quarterly)    CRGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 48,396 — 0% 0.02% $475K 2026-07-23 $11.39
2026 Q1 UNCHANGED — — — 48,396 — 0% 0.02% $653K 2026-04-21 $12.14
2025 Q4 UNCHANGED — — — 48,396 — 0% 0.02% $406K 2026-01-26 $8.67
2025 Q3 UNCHANGED — — — 48,396 — 0% 0.02% $432K 2025-10-14 $8.09
2025 Q2 UNCHANGED — — — 48,396 — 0% 0.02% $416K 2025-07-25 $8.79
2025 Q1 UNCHANGED — — — 48,396 — 0% 0.02% $539K 2025-04-08 $6.88
2024 Q4 UNCHANGED — — — 48,396 — 0% 0.03% $700K 2025-01-27 $14.75
2024 Q3 UNCHANGED — — — 48,396 — 0% 0.02% $530K 2024-10-24 $11.46
2024 Q2 REDUCED 9.2% -6.6% ✅ 48,396 -4,876 -9.2% 0.03% $573K 2024-07-17 $11.26
2024 Q1 UNCHANGED — — — 53,272 — 0% 0.03% $634K 2024-04-09 $10.86
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRGY

As of 2026 Q2 — sorted by position size

McAlvany Wealth Management LLC 1.71% Mizuho Markets Cayman LP 3Y 0.41% Mraz, Amerine & Associates, Inc. 3Y 7Y 0.29% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.14% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 0.1% MIZUHO MARKETS AMERICAS LLC 3Y 0.05% Northside Capital Management, LLC 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.03% Assenagon Asset Management S.A. 3Y 7Y 0.02%

FAQ About Welch Group, LLC and CRGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Welch Group, LLC reported owning CRGY?

Welch Group, LLC reported CRGY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CRGY position in Welch Group, LLC's portfolio?

The largest reported portfolio weight for CRGY was 0.03% in 2024 Q4.

What is the latest reported CRGY position on this page?

The most recent filing on this page is 2026 Q2, when Welch Group, LLC reported 48,396 shares, equal to 0.02% of portfolio, with an estimated market value of $475K.

What does the chart on this CRGY ownership page compare?

The chart compares Welch Group, LLC's quarterly CRGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Welch Group, LLC time their CRGY position?

Based on 13F filing dates vs. subsequent CRGY price moves, Welch Group, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CRGY relative to SPY over the holding period was -11.2%.

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