CAG
CTRA

Crestwood Advisors Group’s Coterra Energy CTRA Stock Holding History

Crestwood Advisors Group’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
-11,455
Closed -$403K – 890
2026
Q1 		$403K Buy
11,455
+2,553
+29% +$76.7K 0.01% 486
2025
Q4 		$234K Buy
+8,902
New +$224K ﹤0.01% 610
2017
Q2 		– Sell
-7,000
Closed -$169K – 212
2017
Q1 		$169K Buy
+7,000
New +$159K 0.01% 149

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

Crestwood Advisors Group's CTRA Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 11,455 shares — an estimated $403K sold.

Crestwood Advisors Group first reported a position in CTRA in Q1 2017 and held it in 3 quarters. The position peaked at $403K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 11,455 Coterra Energy shares in Q2 2026, an estimated $403K.
  • Crestwood Advisors Group first reported a position in Coterra Energy in Q1 2017 and held it in 3 quarters.
  • Crestwood Advisors Group's Coterra Energy position peaked at $403K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.