AFS
CTRA

Axiom Financial Strategies’s Coterra Energy CTRA Stock Holding History

Axiom Financial Strategies’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
-8,808
Closed -$310K – 35
2026
Q1 		$310K Buy
8,808
+1,021
+13% +$30.7K 0.11% 24
2025
Q4 		$205K Buy
+7,787
New +$196K 0.09% 49

Other funds holding CTRA

DekaBank Deutsche Girozentrale
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
IA
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

Axiom Financial Strategies's CTRA Position: Q2 2026 in Review

Axiom Financial Strategies sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 8,808 shares — an estimated $310K sold.

Axiom Financial Strategies first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $310K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Axiom Financial Strategies reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 8,808 Coterra Energy shares in Q2 2026, an estimated $310K.
  • Axiom Financial Strategies first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
  • Axiom Financial Strategies's Coterra Energy position peaked at $310K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.