Olistico Wealth’s Coterra Energy CTRA Stock Holding History

Olistico 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	-5,750	Closed	-$202K	–	338
2026 Q1	$202K	Hold	5,750	–	–	0.1%	98
2025 Q4	$151K	Buy	+5,750	New	+$145K	0.07%	106
2025 Q3	–	Sell	-5,800	Closed	-$147K	–	148
2025 Q2	$147K	Hold	5,800	–	–	0.08%	110
2025 Q1	$168K	Hold	5,800	–	–	0.1%	106
2024 Q4	$148K	Hold	5,800	–	–	0.09%	109
2024 Q3	$139K	Hold	5,800	–	–	0.08%	111
2024 Q2	$155K	Buy	+5,800	New	+$161K	0.1%	106

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

Olistico Wealth's CTRA Position: Q2 2026 in Review

Olistico Wealth sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 5,750 shares — an estimated $202K sold.

Olistico Wealth first reported a position in CTRA in Q2 2024 and held it in 7 quarters. The position peaked at $202K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Olistico Wealth reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Olistico Wealth sold 5,750 Coterra Energy shares in Q2 2026, an estimated $202K.
Olistico Wealth first reported a position in Coterra Energy in Q2 2024 and held it in 7 quarters.
Olistico Wealth's Coterra Energy position peaked at $202K in Q1 2026.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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