PCS
CTRA

Personal CFO Solutions’s Coterra Energy CTRA Stock Holding History

Personal CFO Solutions’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 		– Sell
-10,869
Closed -$286K – 534
2025
Q4 		$286K Buy
10,869
+26
+0.2% +$655 0.05% 385
2025
Q3 		$256K Sell
10,843
-90
-0.8% -$2.17K 0.05% 403
2025
Q2 		$277K Sell
10,933
-9,586
-47% -$243K 0.05% 352
2025
Q1 		$593K Sell
20,519
-448
-2% -$12.5K 0.12% 185
2024
Q4 		$535K Sell
20,967
-9,273
-31% -$231K 0.11% 193
2024
Q3 		$724K Sell
30,240
-449
-1% -$11.1K 0.1% 198
2024
Q2 		$818K Buy
30,689
+279
+0.9% +$7.73K 0.13% 157
2024
Q1 		$848K Buy
30,410
+448
+1% +$11.5K 0.13% 154
2023
Q4 		$765K Buy
29,962
+15,212
+103% +$407K 0.13% 160
2023
Q3 		$399K Buy
14,750
+593
+4% +$16.2K 0.08% 250
2023
Q2 		$358K Buy
14,157
+358
+3% +$8.9K 0.07% 287
2023
Q1 		$339K Sell
13,799
-873
-6% -$21.5K 0.07% 274
2022
Q4 		$360K Buy
14,672
+5,213
+55% +$144K 0.08% 254
2022
Q3 		$247K Buy
9,459
+385
+4% +$11K 0.06% 298
2022
Q2 		$234K Sell
9,074
-4,123
-31% -$125K 0.05% 339
2022
Q1 		$356K Buy
13,197
+1,563
+13% +$36.5K 0.07% 279
2021
Q4 		$221K Buy
+11,634
New +$243K 0.04% 412

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

Personal CFO Solutions's CTRA Position: Q1 2026 in Review

Personal CFO Solutions sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 10,869 shares — an estimated $286K sold.

Personal CFO Solutions first reported a position in CTRA in Q4 2021 and held it in 17 quarters. The position peaked at $848K in Q1 2024. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Personal CFO Solutions reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 10,869 Coterra Energy shares in Q1 2026, an estimated $286K.
  • Personal CFO Solutions first reported a position in Coterra Energy in Q4 2021 and held it in 17 quarters.
  • Personal CFO Solutions's Coterra Energy position peaked at $848K in Q1 2024.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.