Linscomb Wealth’s Coterra Energy CTRA Stock Holding History

Linscomb 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 Q2	–	Sell	-76,518	Closed	-$2.69M	–	318
2026 Q1	$2.69M	Buy	+76,518	New	+$2.3M	0.12%	131
2023 Q1	–	Sell	-57,310	Closed	-$1.41M	–	293
2022 Q4	$1.41M	Buy	+57,310	New	+$1.58M	0.07%	155
2022 Q2	–	Sell	-56,340	Closed	-$1.52M	–	298
2022 Q1	$1.52M	Buy	56,340 +856	+2%	+$20K	0.07%	151
2021 Q4	$1.05M	Sell	55,484 -4,822	-8%	-$101K	0.05%	174
2021 Q3	$1.31M	Buy	+60,306	New	+$1.03M	0.07%	151

Other funds holding CTRA

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

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

Linscomb Wealth's CTRA Position: Q2 2026 in Review

Linscomb Wealth sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 76,518 shares — an estimated $2.69M sold.

Linscomb Wealth first reported a position in CTRA in Q3 2021 and held it in 5 quarters. The position peaked at $2.69M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Linscomb Wealth reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 76,518 Coterra Energy shares in Q2 2026, an estimated $2.69M.
Linscomb Wealth first reported a position in Coterra Energy in Q3 2021 and held it in 5 quarters.
Linscomb Wealth's Coterra Energy position peaked at $2.69M in Q1 2026.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.