CA
CTRA

Crewe Advisors’s Coterra Energy CTRA Stock Holding History

Crewe 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
Q1 		– Sell
-16
Closed -$422 – 1063
2025
Q4 		$422 Buy
+16
New +$403 ﹤0.01% 1050
2025
Q3 		– Sell
-15
Closed -$381 – 980
2025
Q2 		$381 Buy
+15
New +$380 ﹤0.01% 670
2024
Q4 		– Sell
-239
Closed -$5.72K – 679
2024
Q3 		$5.72K Hold
239
– – ﹤0.01% 558
2024
Q2 		$6.38K Hold
239
– – ﹤0.01% 755
2024
Q1 		$6.66K Buy
+239
New +$6.13K ﹤0.01% 682
2023
Q1 		– Sell
-55
Closed -$1.35K – 867
2022
Q4 		$1.35K Sell
55
-74
-57% -$2.04K ﹤0.01% 894
2022
Q3 		$3K Buy
+129
New +$3.69K ﹤0.01% 953
2020
Q4 		– Sell
-84
Closed -$1K – 497
2020
Q3 		$1K Buy
+84
New +$1.57K ﹤0.01% 569

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

Crewe Advisors's CTRA Position: Q1 2026 in Review

Crewe Advisors sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 16 shares — an estimated $422 sold.

Crewe Advisors first reported a position in CTRA in Q3 2020 and held it in 8 quarters. The position peaked at $6.66K in Q1 2024. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Crewe Advisors reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 16 Coterra Energy shares in Q1 2026, an estimated $422.
  • Crewe Advisors first reported a position in Coterra Energy in Q3 2020 and held it in 8 quarters.
  • Crewe Advisors's Coterra Energy position peaked at $6.66K in Q1 2024.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.