PWA
CTRA

Portus Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Portus 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
-15
Closed -$527 – 156
2026
Q1 		$527 Buy
+15
New +$451 ﹤0.01% 468

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

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

Portus Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 15 shares — an estimated $527 sold.

Portus Wealth Advisors first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $527 in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 15 Coterra Energy shares in Q2 2026, an estimated $527.
  • Portus Wealth Advisors first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Coterra Energy position peaked at $527 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.