JSW
CTRA

Journey Strategic Wealth’s Coterra Energy CTRA Stock Holding History

Journey Strategic Wealth’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
Q1 		$284K Sell
8,090
-792
-9% -$23.8K 0.01% 571
2025
Q4 		$234K Buy
+8,882
New +$224K 0.01% 625

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Journey Strategic Wealth's CTRA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Coterra Energy (CTRA) stake by 8.9% in Q1 2026, selling an estimated $23.8K and leaving 8,090 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #571.

Journey Strategic Wealth first reported a position in CTRA in Q4 2025 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Journey Strategic Wealth held 8,090 shares of Coterra Energy worth $284K as of Q1 2026.
  • Journey Strategic Wealth sold 792 Coterra Energy shares in Q1 2026, an estimated $23.8K.
  • Coterra Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #571 holding.
  • Journey Strategic Wealth first reported a position in Coterra Energy in Q4 2025 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.