SWM
CTRA

SHP Wealth Management’s Coterra Energy CTRA Stock Holding History

SHP Wealth Management’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
Q1 		$6.57K Buy
187
+6
+3% +$180 ﹤0.01% 1004
2025
Q4 		$4.76K Buy
+181
New +$4.56K ﹤0.01% 995

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SHP Wealth Management's CTRA Position: Q1 2026 in Review

SHP Wealth Management increased its Coterra Energy (CTRA) stake by 3.3% in Q1 2026, buying an estimated $180 and bringing the position to 187 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

SHP Wealth Management first reported a position in CTRA in Q4 2025 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • SHP Wealth Management held 187 shares of Coterra Energy worth $6.57K as of Q1 2026.
  • SHP Wealth Management bought 6 Coterra Energy shares in Q1 2026, an estimated $180.
  • Coterra Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1004 holding.
  • SHP Wealth Management first reported a position in Coterra Energy in Q4 2025 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.