TPWA
CTRA

Twin Peaks Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Twin Peaks 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
Q1 		$17.6K Buy
+502
New +$15.1K ﹤0.01% 774
2025
Q3 		– Sell
-285
Closed -$6.83K – 604
2025
Q2 		$6.83K Buy
+285
New +$7.23K ﹤0.01% 1136

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

Twin Peaks Wealth Advisors's CTRA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Coterra Energy (CTRA) in Q1 2026: 502 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CTRA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CTRA in Q2 2025 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 502 shares of Coterra Energy worth $17.6K as of Q1 2026.
  • Coterra Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Coterra Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #774 holding.
  • Twin Peaks Wealth Advisors first reported a position in Coterra Energy in Q2 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.