SIA
CTRA

Schear Investment Advisers’s Coterra Energy CTRA Stock Holding History

Schear Investment Advisers’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
-51,995
Closed -$1.83M – 84
2026
Q1 		$1.83M Buy
51,995
+107
+0.2% +$3.22K 0.81% 43
2025
Q4 		$1.37M Sell
51,888
-13,091
-20% -$330K 0.59% 50
2025
Q3 		$1.54M Sell
64,979
-45
-0.1% -$1.08K 0.68% 50
2025
Q2 		$1.65M Buy
65,024
+7,805
+14% +$198K 0.82% 40
2025
Q1 		$1.65M Buy
57,219
+11,543
+25% +$322K 0.95% 36
2024
Q4 		$1.17M Buy
45,676
+1,208
+3% +$30K 0.62% 47
2024
Q3 		$1.07M Buy
44,468
+5,444
+14% +$134K 0.66% 54
2024
Q2 		$1.04M Buy
39,024
+6,102
+19% +$169K 0.75% 47
2024
Q1 		$918K Sell
32,922
-2,788
-8% -$71.5K 0.74% 50
2023
Q4 		$911K Sell
35,710
-287
-0.8% -$7.69K 0.88% 39
2023
Q3 		$974K Sell
35,997
-1,225
-3% -$33.4K 1.05% 32
2023
Q2 		$942K Sell
37,222
-258
-0.7% -$6.42K 1% 39
2023
Q1 		$920K Sell
37,480
-653
-2% -$16.1K 1.1% 32
2022
Q4 		$937K Buy
+38,133
New +$1.05M 1.16% 29

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
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Schear Investment Advisers's CTRA Position: Q2 2026 in Review

Schear Investment Advisers sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 51,995 shares — an estimated $1.83M sold.

Schear Investment Advisers first reported a position in CTRA in Q4 2022 and held it in 14 quarters. The position peaked at $1.83M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Schear Investment Advisers reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Schear Investment Advisers sold 51,995 Coterra Energy shares in Q2 2026, an estimated $1.83M.
  • Schear Investment Advisers first reported a position in Coterra Energy in Q4 2022 and held it in 14 quarters.
  • Schear Investment Advisers's Coterra Energy position peaked at $1.83M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.