VWA
CTRA

Valued Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Valued 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
Q2 		– Sell
-444
Closed -$15.6K – 917
2026
Q1 		$15.6K Buy
444
+270
+155% +$8.12K 0.01% 216
2025
Q4 		$4.59K Buy
174
+15
+9% +$378 ﹤0.01% 318
2025
Q3 		$3.75K Sell
159
-35
-18% -$844 ﹤0.01% 324
2025
Q2 		$4.92K Sell
194
-18
-8% -$456 ﹤0.01% 285
2025
Q1 		$6.12K Buy
212
+28
+15% +$781 ﹤0.01% 283
2024
Q4 		$4.71K Buy
184
+29
+19% +$721 ﹤0.01% 307
2024
Q3 		$3.72K Sell
155
-100
-39% -$2.47K ﹤0.01% 316
2024
Q2 		$6.8K Buy
255
+85
+50% +$2.36K ﹤0.01% 242
2024
Q1 		$4.74K Buy
170
+88
+107% +$2.26K ﹤0.01% 254
2023
Q4 		$2.22K Buy
+82
New +$2.2K ﹤0.01% 293

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

Valued Wealth Advisors's CTRA Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 444 shares — an estimated $15.6K sold.

Valued Wealth Advisors first reported a position in CTRA in Q4 2023 and held it in 10 quarters. The position peaked at $15.6K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 444 Coterra Energy shares in Q2 2026, an estimated $15.6K.
  • Valued Wealth Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 10 quarters.
  • Valued Wealth Advisors's Coterra Energy position peaked at $15.6K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.