EPIM
CTRA

Evelyn Partners Investment Management’s Coterra Energy CTRA Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$6.18K Hold
176
– – ﹤0.01% 371
2025
Q4 		$4.63K Sell
176
-15,000
-99% -$378K ﹤0.01% 380
2025
Q3 		$359K Hold
15,176
– – 0.01% 173
2025
Q2 		$385K Hold
15,176
– – 0.01% 169
2025
Q1 		$439K Hold
15,176
– – 0.01% 166
2024
Q4 		$388K Buy
+15,176
New +$377K 0.01% 169

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 $23.3B AUM 26.95% 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

Evelyn Partners Investment Management's CTRA Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Coterra Energy (CTRA) position steady in Q1 2026 at 176 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Evelyn Partners Investment Management first reported a position in CTRA in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q1 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Evelyn Partners Investment Management held 176 shares of Coterra Energy worth $6.18K as of Q1 2026.
  • Evelyn Partners Investment Management left its Coterra Energy share count unchanged in Q1 2026.
  • Coterra Energy made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #371 holding.
  • Evelyn Partners Investment Management first reported a position in Coterra Energy in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Coterra Energy position peaked at $439K in Q1 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.