IWA
CTRA

Integrity Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Integrity 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
Q1 		– Sell
-10,300
Closed -$263K – 63
2024
Q4 		$263K Buy
+10,300
New +$256K 0.19% 51

Other funds holding CTRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Integrity Wealth Advisors's CTRA Position: Q1 2026 in Review

Integrity Wealth Advisors reduced its Coterra Energy (CTRA) stake by 5.7% in Q1 2026, selling an estimated $18.5K and leaving 10,302 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #53.

Integrity Wealth Advisors first reported a position in CTRA in Q4 2024 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Integrity Wealth Advisors held 10,302 shares of Coterra Energy worth $362K as of Q1 2026.
  • Integrity Wealth Advisors sold 617 Coterra Energy shares in Q1 2026, an estimated $18.5K.
  • Coterra Energy made up 0.22% of Integrity Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Integrity Wealth Advisors first reported a position in Coterra Energy in Q4 2024 and has held it in 6 quarters since.
  • 953 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.