AFWM
CTRA

Abich Financial Wealth Management’s Coterra Energy CTRA Stock Holding History

Abich Financial Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$256K Buy
+10,845
New +$262K 0.09% 101
2024
Q3 		$53.3K Sell
2,225
-3,580
-62% -$88.3K 0.12% 88
2024
Q2 		$155K Buy
5,805
+1,944
+50% +$53.9K 0.11% 65
2024
Q1 		$108K Buy
3,861
+1,212
+46% +$31.1K 0.08% 80
2023
Q4 		$67.6K Buy
+2,649
New +$71K 0.06% 79

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's CTRA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Coterra Energy (CTRA) in Q3 2025: 10,845 shares worth $256K. The stake represents 0.09% of the portfolio and ranks #101 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CTRA as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in CTRA in Q4 2023 and has held it in 5 quarters since. 875 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • Abich Financial Wealth Management held 10,845 shares of Coterra Energy worth $256K as of Q3 2025.
  • Coterra Energy was a new Abich Financial Wealth Management position in Q3 2025.
  • Coterra Energy made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2025, its #101 holding.
  • Abich Financial Wealth Management first reported a position in Coterra Energy in Q4 2023 and has held it in 5 quarters since.
  • 875 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.