HWA
CTRA

HHM Wealth Advisors’s Coterra Energy CTRA Stock Holding History

HHM 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
2025
Q4 		– Sell
-345
Closed -$8.17K – 860
2025
Q3 		$8.17K Hold
345
– – ﹤0.01% 666
2025
Q2 		$8.77K Hold
345
– – ﹤0.01% 628
2025
Q1 		$9.98K Buy
345
+2
+0.6% +$56 ﹤0.01% 592
2024
Q4 		$8.76K Buy
+343
New +$8.53K ﹤0.01% 611
2024
Q3 		– Sell
-200
Closed -$5.33K – 792
2024
Q2 		$5.33K Buy
+200
New +$5.54K ﹤0.01% 628
2023
Q2 		– Sell
-91
Closed -$2.23K – 819
2023
Q1 		$2.23K Hold
91
– – ﹤0.01% 722
2022
Q4 		$2.24K Buy
+91
New +$2.51K ﹤0.01% 594

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's CTRA Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 345 shares — an estimated $8.17K sold.

HHM Wealth Advisors first reported a position in CTRA in Q4 2022 and held it in 7 quarters. The position peaked at $9.98K in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • HHM Wealth Advisors reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 345 Coterra Energy shares in Q4 2025, an estimated $8.17K.
  • HHM Wealth Advisors first reported a position in Coterra Energy in Q4 2022 and held it in 7 quarters.
  • HHM Wealth Advisors's Coterra Energy position peaked at $9.98K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.