OWP
CTRA

ORG Wealth Partners’s Coterra Energy CTRA Stock Holding History

ORG Wealth Partners’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
-751
Closed -$17.8K – 611
2025
Q3 		$17.8K Hold
751
– – ﹤0.01% 413
2025
Q2 		$18.8K Hold
751
– – ﹤0.01% 437
2025
Q1 		$21.8K Buy
+751
New +$20.9K 0.01% 440

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

ORG Wealth Partners's CTRA Position: Q4 2025 in Review

ORG Wealth Partners sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 751 shares — an estimated $17.8K sold.

ORG Wealth Partners first reported a position in CTRA in Q1 2025 and held it in 3 quarters. The position peaked at $21.8K in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • ORG Wealth Partners reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 751 Coterra Energy shares in Q4 2025, an estimated $17.8K.
  • ORG Wealth Partners first reported a position in Coterra Energy in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's Coterra Energy position peaked at $21.8K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.