GFPC
CTRA

Global Financial Private Client’s Coterra Energy CTRA Stock Holding History

Global Financial Private Client’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
-97
Closed -$2.8K – 535
2025
Q1 		$2.8K Buy
97
+65
+203% +$1.81K ﹤0.01% 789
2024
Q4 		$817 Buy
+32
New +$795 ﹤0.01% 822

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

Global Financial Private Client's CTRA Position: Q2 2025 in Review

Global Financial Private Client sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 97 shares — an estimated $2.8K sold.

Global Financial Private Client first reported a position in CTRA in Q4 2024 and held it in 2 quarters. The position peaked at $2.8K in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Global Financial Private Client reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 97 Coterra Energy shares in Q2 2025, an estimated $2.8K.
  • Global Financial Private Client first reported a position in Coterra Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Coterra Energy position peaked at $2.8K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.