EWP
CTRA

Elevation Wealth Partners’s Coterra Energy CTRA Stock Holding History

Elevation Wealth Partners’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
-65
Closed -$2.29K – 1317
2026
Q1 		$2.29K Sell
65
-316
-83% -$9.5K ﹤0.01% 882
2025
Q4 		$10K Buy
381
+368
+2,831% +$9.27K ﹤0.01% 482
2025
Q3 		$308 Buy
+13
New +$314 ﹤0.01% 839

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

Elevation Wealth Partners's CTRA Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 65 shares — an estimated $2.29K sold.

Elevation Wealth Partners first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $10K in Q4 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 65 Coterra Energy shares in Q2 2026, an estimated $2.29K.
  • Elevation Wealth Partners first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
  • Elevation Wealth Partners's Coterra Energy position peaked at $10K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.