CTRA β€” COTERRA ENERGY INC

Ownership history in Significant Wealth Partners LLC  Β·  9 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported COTERRA ENERGY INC (CTRA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2023 Q4. The latest visible filing shows CTRA at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Significant Wealth Partners LLC's position in COTERRA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CTRA was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Significant Wealth Partners LLC held CTRA β€” position size vs. price
% of Fund (quarterly)    CTRA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,842 -19,043 -51.6% 0.52% $470K 2026-02-14 (Est.) $31.14
2025 Q3 ADDED 36,885 +7,810 +26.9% 0.43% $872K 2025-11-04 $25.45
2025 Q2 REDUCED 29,075 -292 -1.0% 0.36% $738K 2025-07-15 $24.04
2025 Q1 ADDED 29,367 +2,679 +10.0% 0.43% $849K 2025-04-30 $23.75
2024 Q4 ADDED 26,688 +8,857 +49.7% 0.35% $682K 2025-02-11 $27.37
2024 Q3 ADDED 17,831 +2,294 +14.8% 0.22% $427K 2024-11-12 $23.98
2024 Q2 REDUCED 15,537 -9,570 -38.1% 0.23% $414K 2024-07-26 $24.31
2024 Q1 REDUCED 25,107 -37,765 -60.1% 0.46% $700K 2024-05-07 $26.28
2023 Q4 INITIATED 62,872 β€” β€” 1.17% $1.6M 2024-02-01 $22.86

FAQ About Significant Wealth Partners LLC and CTRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Significant Wealth Partners LLC reported owning CTRA?

Significant Wealth Partners LLC reported CTRA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CTRA position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for CTRA was 1.17% in 2023 Q4.

What is the latest reported CTRA position on this page?

The most recent filing on this page is 2025 Q4, when Significant Wealth Partners LLC reported 17,842 shares, equal to 0.52% of portfolio, with an estimated market value of $470K.

What does the chart on this CTRA ownership page compare?

The chart compares Significant Wealth Partners LLC's quarterly CTRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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