EWM
CTRA

Empirical Wealth Management’s Coterra Energy CTRA Stock Holding History

Empirical Wealth Management’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
2025
Q2 		– Sell
-7,391
Closed -$214K – 698
2025
Q1 		$214K Sell
7,391
-66,179
-90% -$1.85M 0.01% 595
2024
Q4 		$1.88M Buy
73,570
+8,464
+13% +$210K 0.05% 208
2024
Q3 		$1.56M Buy
65,106
+7,363
+13% +$182K 0.04% 216
2024
Q2 		$1.54M Sell
57,743
-1,231
-2% -$34.1K 0.05% 211
2024
Q1 		$1.64M Buy
58,974
+9,843
+20% +$252K 0.05% 204
2023
Q4 		$1.25M Buy
49,131
+4,293
+10% +$115K 0.04% 218
2023
Q3 		$1.21M Buy
44,838
+2,117
+5% +$57.7K 0.05% 207
2023
Q2 		$1.08M Sell
42,721
-4,777
-10% -$119K 0.04% 219
2023
Q1 		$1.17M Buy
47,498
+16,673
+54% +$410K 0.05% 193
2022
Q4 		$757K Buy
30,825
+2,066
+7% +$57K 0.04% 249
2022
Q3 		$751K Buy
28,759
+6,671
+30% +$191K 0.04% 230
2022
Q2 		$570K Buy
+22,088
New +$670K 0.03% 274

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Empirical Wealth Management's CTRA Position: Q2 2025 in Review

Empirical Wealth Management sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 7,391 shares — an estimated $214K sold.

Empirical Wealth Management first reported a position in CTRA in Q2 2022 and held it in 12 quarters. The position peaked at $1.88M in Q4 2024. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Empirical Wealth Management reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 7,391 Coterra Energy shares in Q2 2025, an estimated $214K.
  • Empirical Wealth Management first reported a position in Coterra Energy in Q2 2022 and held it in 12 quarters.
  • Empirical Wealth Management's Coterra Energy position peaked at $1.88M in Q4 2024.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.