Advocate Investing Services’s Coterra Energy CTRA Stock Holding History

Advocate Investing Services’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
2026 Q2	–	Sell	-54	Closed	-$1.9K	–	469
2026 Q1	$1.9K	Hold	54	–	–	﹤0.01%	369
2025 Q4	$1.42K	Buy	+54	New	+$1.36K	﹤0.01%	367

Other funds holding CTRA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Advocate Investing Services's CTRA Position: Q2 2026 in Review

Advocate Investing Services sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 54 shares — an estimated $1.9K sold.

Advocate Investing Services first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $1.9K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Advocate Investing Services reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Advocate Investing Services sold 54 Coterra Energy shares in Q2 2026, an estimated $1.9K.
Advocate Investing Services first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
Advocate Investing Services's Coterra Energy position peaked at $1.9K in Q1 2026.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.