HWM
CTRA

Hemington Wealth Management’s Coterra Energy CTRA Stock Holding History

Hemington Wealth 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
2025
Q3 		$20K Buy
848
+7
+0.8% +$169 ﹤0.01% 627
2025
Q2 		$21K Buy
841
+3
+0.4% +$76 ﹤0.01% 607
2025
Q1 		$24K Buy
838
+98
+13% +$2.73K ﹤0.01% 523
2024
Q4 		$18K Buy
740
+267
+56% +$6.64K ﹤0.01% 578
2024
Q3 		$11K Buy
+473
New +$11.7K ﹤0.01% 672

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hemington Wealth Management's CTRA Position: Q3 2025 in Review

Hemington Wealth Management increased its Coterra Energy (CTRA) stake by 0.83% in Q3 2025, buying an estimated $169 and bringing the position to 848 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Hemington Wealth Management first reported a position in CTRA in Q3 2024 and has held it in 5 quarters since. The position peaked at $24K in Q1 2025. 874 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • Hemington Wealth Management held 848 shares of Coterra Energy worth $20K as of Q3 2025.
  • Hemington Wealth Management bought 7 Coterra Energy shares in Q3 2025, an estimated $169.
  • Coterra Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #627 holding.
  • Hemington Wealth Management first reported a position in Coterra Energy in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Coterra Energy position peaked at $24K in Q1 2025.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.