PF
CTRA

Phoenix Financial’s Coterra Energy CTRA Stock Holding History

Phoenix Financial’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
-7,576
Closed -$266K – 541
2026
Q1 		$266K Buy
+7,576
New +$228K ﹤0.01% 409
2021
Q1 		– Sell
-1,946,755
Closed -$31.6M – 414
2020
Q4 		$31.6M Buy
+1,946,755
New +$34.2M 0.85% 39

Other funds holding CTRA

DekaBank Deutsche Girozentrale
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
IA
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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Phoenix Financial's CTRA Position: Q2 2026 in Review

Phoenix Financial sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 7,576 shares — an estimated $266K sold.

Phoenix Financial first reported a position in CTRA in Q4 2020 and held it in 2 quarters. The position peaked at $31.6M in Q4 2020. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Phoenix Financial reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 7,576 Coterra Energy shares in Q2 2026, an estimated $266K.
  • Phoenix Financial first reported a position in Coterra Energy in Q4 2020 and held it in 2 quarters.
  • Phoenix Financial's Coterra Energy position peaked at $31.6M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.