FSM Wealth Advisors’s Coterra Energy CTRA Stock Holding History

FSM Wealth 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 Q2	–	Sell	-5,863	Closed	-$206K	–	358
2026 Q1	$206K	Sell	5,863 -2,596	-31%	-$78K	0.03%	309
2025 Q4	$223K	Sell	8,459 -5,454	-39%	-$137K	0.03%	290
2025 Q3	$329K	Buy	13,913 +5,351	+62%	+$129K	0.05%	222
2025 Q2	$213K	Buy	+8,562	New	+$217K	0.03%	266
2023 Q3	–	Sell	-8,058	Closed	-$213K	–	149
2023 Q2	$213K	Buy	+8,058	New	+$200K	0.11%	156

Other funds holding CTRA

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

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

FSM Wealth Advisors's CTRA Position: Q2 2026 in Review

FSM Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 5,863 shares — an estimated $206K sold.

FSM Wealth Advisors first reported a position in CTRA in Q2 2023 and held it in 5 quarters. The position peaked at $329K in Q3 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

FSM Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
FSM Wealth Advisors sold 5,863 Coterra Energy shares in Q2 2026, an estimated $206K.
FSM Wealth Advisors first reported a position in Coterra Energy in Q2 2023 and held it in 5 quarters.
FSM Wealth Advisors's Coterra Energy position peaked at $329K in Q3 2025.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.