VCWM
CTRA

Vista Cima Wealth Management’s Coterra Energy CTRA Stock Holding History

Vista Cima 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
2025
Q4 		– Sell
-26,354
Closed -$623K – 56
2025
Q3 		$623K Buy
+26,354
New +$636K 0.52% 42

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Cima Wealth Management's CTRA Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 26,354 shares — an estimated $623K sold.

Vista Cima Wealth Management first reported a position in CTRA in Q3 2025 and held it in 1 quarter. The position peaked at $623K in Q3 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 26,354 Coterra Energy shares in Q4 2025, an estimated $623K.
  • Vista Cima Wealth Management first reported a position in Coterra Energy in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Coterra Energy position peaked at $623K in Q3 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.