VWA
CTRA

VSM Wealth Advisory’s Coterra Energy CTRA Stock Holding History

VSM Wealth Advisory’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
-1,000
Closed -$35.1K – 506
2026
Q1 		$35.1K Hold
1,000
– – 0.01% 241
2025
Q4 		$26.3K Hold
1,000
– – 0.01% 244
2025
Q3 		$23.6K Hold
1,000
– – 0.01% 266
2025
Q2 		$25.4K Hold
1,000
– – 0.01% 284
2025
Q1 		$28.9K Sell
1,000
-800
-44% -$22.3K 0.01% 241
2024
Q4 		$46K Buy
+1,800
New +$44.7K 0.02% 201

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

VSM Wealth Advisory's CTRA Position: Q2 2026 in Review

VSM Wealth Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 1,000 shares — an estimated $35.1K sold.

VSM Wealth Advisory first reported a position in CTRA in Q4 2024 and held it in 6 quarters. The position peaked at $46K in Q4 2024. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • VSM Wealth Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 1,000 Coterra Energy shares in Q2 2026, an estimated $35.1K.
  • VSM Wealth Advisory first reported a position in Coterra Energy in Q4 2024 and held it in 6 quarters.
  • VSM Wealth Advisory's Coterra Energy position peaked at $46K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.