WA
CTRA

Whipplewood Advisors’s Coterra Energy CTRA Stock Holding History

Whipplewood 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
-104
Closed -$3.65K – 739
2026
Q1 		$3.65K Buy
+104
New +$3.13K ﹤0.01% 671
2025
Q3 		– Sell
-188
Closed -$4.77K – 507
2025
Q2 		$4.77K Buy
188
+125
+198% +$3.17K ﹤0.01% 702
2025
Q1 		$5.43K Sell
63
-125
-66% -$3.49K ﹤0.01% 684
2024
Q4 		$4.8K Buy
+188
New +$4.67K ﹤0.01% 703

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

Whipplewood Advisors's CTRA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 104 shares — an estimated $3.65K sold.

Whipplewood Advisors first reported a position in CTRA in Q4 2024 and held it in 4 quarters. The position peaked at $5.43K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Whipplewood Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 104 Coterra Energy shares in Q2 2026, an estimated $3.65K.
  • Whipplewood Advisors first reported a position in Coterra Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Coterra Energy position peaked at $5.43K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.