BFPW
CTRA

BOK Financial Private Wealth’s Coterra Energy CTRA Stock Holding History

BOK Financial Private Wealth’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
Q1 		$20.1K Sell
573
-147
-20% -$4.42K ﹤0.01% 314
2025
Q4 		$19K Sell
720
-570
-44% -$14.4K ﹤0.01% 357
2025
Q3 		$30.5K Sell
1,290
-23,316
-95% -$562K ﹤0.01% 280
2025
Q2 		$625K Sell
24,606
-13,996
-36% -$355K 0.04% 114
2025
Q1 		$1.12M Sell
38,602
-1,660
-4% -$46.3K 0.08% 86
2024
Q4 		$1.03M Sell
40,262
-12,508
-24% -$311K 0.07% 97
2024
Q3 		$1.26M Sell
52,770
-11,078
-17% -$273K 0.09% 95
2024
Q2 		$1.7M Buy
63,848
+2,286
+4% +$63.4K 0.12% 79
2024
Q1 		$1.72M Sell
61,562
-12,663
-17% -$325K 0.13% 78
2023
Q4 		$1.89M Buy
74,225
+6,813
+10% +$183K 0.15% 75
2023
Q3 		$1.82M Buy
67,412
+13,190
+24% +$359K 0.16% 78
2023
Q2 		$1.37M Sell
54,222
-14,387
-21% -$358K 0.11% 90
2023
Q1 		$1.68M Buy
68,609
+27,773
+68% +$683K 0.14% 87
2022
Q4 		$1M Buy
40,836
+39,504
+2,966% +$1.09M 0.08% 101
2022
Q3 		$35K Hold
1,332
– – ﹤0.01% 263
2022
Q2 		$34K Buy
+1,332
New +$40.4K ﹤0.01% 271

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BOK Financial Private Wealth's CTRA Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Coterra Energy (CTRA) stake by 20% in Q1 2026, selling an estimated $4.42K and leaving 573 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

BOK Financial Private Wealth first reported a position in CTRA in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q4 2023. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • BOK Financial Private Wealth held 573 shares of Coterra Energy worth $20.1K as of Q1 2026.
  • BOK Financial Private Wealth sold 147 Coterra Energy shares in Q1 2026, an estimated $4.42K.
  • Coterra Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #314 holding.
  • BOK Financial Private Wealth first reported a position in Coterra Energy in Q2 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Coterra Energy position peaked at $1.89M in Q4 2023.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.