Physician Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Physician Wealth Advisors’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	-29	Closed	-$1.02K	–	2355
2026 Q1	$1.02K	Sell	29 -349	-92%	-$10.5K	﹤0.01%	1679
2025 Q4	$9.95K	Buy	378 +286	+311%	+$7.21K	﹤0.01%	769
2025 Q3	$2.18K	Buy	+92	New	+$2.22K	﹤0.01%	1187

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

Physician Wealth Advisors's CTRA Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 29 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $9.95K in Q4 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Physician Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 29 Coterra Energy shares in Q2 2026, an estimated $1.02K.
Physician Wealth Advisors first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
Physician Wealth Advisors's Coterra Energy position peaked at $9.95K in Q4 2025.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.