CPW
CTRA

Crestmont Private Wealth’s Coterra Energy CTRA Stock Holding History

Crestmont 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
Q2 		– Sell
-7,325
Closed -$257K – 110
2026
Q1 		$257K Buy
+7,325
New +$220K 0.08% 90
2025
Q2 		– Sell
-7,325
Closed -$212K – 84
2025
Q1 		$212K Buy
+7,325
New +$204K 0.09% 68
2024
Q3 		– Sell
-10,310
Closed -$275K – 119
2024
Q2 		$275K Hold
10,310
– – 0.13% 63
2024
Q1 		$287K Hold
10,310
– – 0.14% 51
2023
Q4 		$263K Hold
10,310
– – 0.13% 47
2023
Q3 		$279K Hold
10,310
– – 0.17% 38
2023
Q2 		$261K Hold
10,310
– – 0.15% 45
2023
Q1 		$253K Hold
10,310
– – 0.17% 43
2022
Q4 		$253K Sell
10,310
-1,633
-14% -$45K 0.17% 37
2022
Q3 		$312K Hold
11,943
– – 0.24% 19
2022
Q2 		$308K Buy
11,943
+51
+0.4% +$1.55K 0.31% 15
2022
Q1 		$321K Sell
11,892
-742
-6% -$17.3K 0.3% 14
2021
Q4 		$240K Buy
+12,634
New +$264K 0.23% 16

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

Crestmont Private Wealth's CTRA Position: Q2 2026 in Review

Crestmont Private Wealth sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 7,325 shares — an estimated $257K sold.

Crestmont Private Wealth first reported a position in CTRA in Q4 2021 and held it in 13 quarters. The position peaked at $321K in Q1 2022. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 7,325 Coterra Energy shares in Q2 2026, an estimated $257K.
  • Crestmont Private Wealth first reported a position in Coterra Energy in Q4 2021 and held it in 13 quarters.
  • Crestmont Private Wealth's Coterra Energy position peaked at $321K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.