CPWA
CTRA

Cerro Pacific Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Cerro Pacific Wealth Advisors’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
-6,067
Closed -$213K – 167
2026
Q1 		$213K Buy
+6,067
New +$182K 0.06% 154

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Cerro Pacific Wealth Advisors's CTRA Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 6,067 shares — an estimated $213K sold.

Cerro Pacific Wealth Advisors first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 6,067 Coterra Energy shares in Q2 2026, an estimated $213K.
  • Cerro Pacific Wealth Advisors first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's Coterra Energy position peaked at $213K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.