TLA
CTRA

Tanglewood Legacy Advisors’s Coterra Energy CTRA Stock Holding History

Tanglewood Legacy 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
Q1 		$21.1K Hold
600
– – 0.01% 201
2025
Q4 		$15.8K Hold
600
– – 0.01% 211
2025
Q3 		$14.2K Hold
600
– – 0.01% 225
2025
Q2 		$15.2K Hold
600
– – 0.01% 232
2025
Q1 		$17.3K Hold
600
– – 0.01% 232
2024
Q4 		$15.3K Hold
600
– – 0.01% 238
2024
Q3 		$14.4K Hold
600
– – 0.01% 224
2024
Q2 		$16K Hold
600
– – 0.01% 222
2024
Q1 		$16.7K Hold
600
– – 0.01% 228
2023
Q4 		$15.3K Hold
600
– – 0.01% 226
2023
Q3 		$16.2K Hold
600
– – 0.01% 226
2023
Q2 		$15.2K Hold
600
– – 0.01% 231
2023
Q1 		$14.7K Hold
600
– – 0.01% 221
2022
Q4 		$14.7K Buy
+600
New +$16.5K 0.01% 198

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

Tanglewood Legacy Advisors's CTRA Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Coterra Energy (CTRA) position steady in Q1 2026 at 600 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Tanglewood Legacy Advisors first reported a position in CTRA in Q4 2022 and has held it in 14 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Tanglewood Legacy Advisors held 600 shares of Coterra Energy worth $21.1K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Coterra Energy share count unchanged in Q1 2026.
  • Coterra Energy made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #201 holding.
  • Tanglewood Legacy Advisors first reported a position in Coterra Energy in Q4 2022 and has held it in 14 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.