GA
CTRA

GoalVest Advisory’s Coterra Energy CTRA Stock Holding History

GoalVest Advisory’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
-1,050
Closed -$36.9K – 516
2026
Q1 		$36.9K Hold
1,050
– – 0.01% 257
2025
Q4 		$27.6K Buy
+1,050
New +$26.5K 0.01% 305
2025
Q2 		– Sell
-6
Closed -$173 – 402
2025
Q1 		$173 Buy
+6
New +$167 ﹤0.01% 468

Other funds holding CTRA

DekaBank Deutsche Girozentrale
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
IA
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

GoalVest Advisory's CTRA Position: Q2 2026 in Review

GoalVest Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 1,050 shares — an estimated $36.9K sold.

GoalVest Advisory first reported a position in CTRA in Q1 2025 and held it in 3 quarters. The position peaked at $36.9K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • GoalVest Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 1,050 Coterra Energy shares in Q2 2026, an estimated $36.9K.
  • GoalVest Advisory first reported a position in Coterra Energy in Q1 2025 and held it in 3 quarters.
  • GoalVest Advisory's Coterra Energy position peaked at $36.9K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.