Chesley Taft & Associates’s Coterra Energy CTRA Stock Holding History

Chesley Taft & Associates’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	-10,180	Closed	-$358K	–	372
2026 Q1	$358K	Hold	10,180	–	–	0.02%	304
2025 Q4	$268K	Buy	+10,180	New	+$257K	0.01%	336
2025 Q3	–	Sell	-8,665	Closed	-$220K	–	350
2025 Q2	$220K	Buy	+8,665	New	+$220K	0.01%	326

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

Chesley Taft & Associates's CTRA Position: Q2 2026 in Review

Chesley Taft & Associates sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 10,180 shares — an estimated $358K sold.

Chesley Taft & Associates first reported a position in CTRA in Q2 2025 and held it in 3 quarters. The position peaked at $358K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Chesley Taft & Associates reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Chesley Taft & Associates sold 10,180 Coterra Energy shares in Q2 2026, an estimated $358K.
Chesley Taft & Associates first reported a position in Coterra Energy in Q2 2025 and held it in 3 quarters.
Chesley Taft & Associates's Coterra Energy position peaked at $358K in Q1 2026.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.