RFS
CTRA

Richardson Financial Services’s Coterra Energy CTRA Stock Holding History

Richardson Financial Services’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
-211
Closed -$4.99K – 606
2025
Q3 		$4.99K Buy
211
+35
+20% +$844 ﹤0.01% 472
2025
Q2 		$4.42K Sell
176
-51
-22% -$1.29K ﹤0.01% 467
2025
Q1 		$6.56K Sell
227
-72
-24% -$2.01K 0.01% 436
2024
Q4 		$7.63K Sell
299
-37
-11% -$920 0.01% 434
2024
Q3 		$8.96K Hold
336
– – 0.01% 409
2024
Q2 		$8.96K Buy
336
+167
+99% +$4.63K 0.01% 392
2024
Q1 		$4.71K Sell
169
-220
-57% -$5.64K ﹤0.01% 469
2023
Q4 		$9.93K Buy
+389
New +$10.4K 0.01% 309

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

Richardson Financial Services's CTRA Position: Q4 2025 in Review

Richardson Financial Services sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 211 shares — an estimated $4.99K sold.

Richardson Financial Services first reported a position in CTRA in Q4 2023 and held it in 8 quarters. The position peaked at $9.93K in Q4 2023. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Richardson Financial Services reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 211 Coterra Energy shares in Q4 2025, an estimated $4.99K.
  • Richardson Financial Services first reported a position in Coterra Energy in Q4 2023 and held it in 8 quarters.
  • Richardson Financial Services's Coterra Energy position peaked at $9.93K in Q4 2023.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.