EPW
CTRA

Evolve Private Wealth’s Coterra Energy CTRA Stock Holding History

Evolve Private Wealth’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 		$661K Sell
18,806
-2,235
-11% -$67.2K 0.04% 458
2025
Q4 		$554K Buy
+21,041
New +$530K 0.03% 499

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

Evolve Private Wealth's CTRA Position: Q1 2026 in Review

Evolve Private Wealth reduced its Coterra Energy (CTRA) stake by 11% in Q1 2026, selling an estimated $67.2K and leaving 18,806 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #458.

Evolve Private Wealth first reported a position in CTRA in Q4 2025 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Evolve Private Wealth held 18,806 shares of Coterra Energy worth $661K as of Q1 2026.
  • Evolve Private Wealth sold 2,235 Coterra Energy shares in Q1 2026, an estimated $67.2K.
  • Coterra Energy made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #458 holding.
  • Evolve Private Wealth first reported a position in Coterra Energy in Q4 2025 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.