Perigon Wealth Management, LLC

Position in CTRA — Coterra Energy Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in CTRA

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$389,983

-$63,484 QoQ

Shares Held

11,098

-35.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Energy · as of Mar 31, 2026

Perigon Wealth Management, LLC holds $55,019,103 across 5 Oil & Gas E&P names. CTRA ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/	803,983	$52,258,895
2	COP	Conocophillips	8,116	$1,071,312
3	DVN	Devon Energy Corp/De	17,602	$885,732
4	EOG	Eog Resources Inc	2,858	$413,181
5	CTRA	Coterra Energy Inc. This page	11,098	$389,983

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$389,983	11,098	-35.6%	Shares	Sole	2026-04-10
2025-12-31	$453,467	17,229	-9.6%	Shares	Sole	2026-01-16
2025-09-30	$450,958	19,068	+84.1%	Shares	Sole	2025-10-17
2025-06-30	$262,835	10,356	+12.4%	Shares	Sole	2025-07-16
2025-03-31	$266,255	9,213	-2.8%	Shares	Sole	2025-04-23
2024-12-31	$242,093	9,479	+8.6%	Shares	Sole	2025-01-22
2024-09-30	$209,083	8,730	+1.8%	Shares	Sole	2024-10-16
2024-06-30	$228,748	8,577	+3.4%	Shares	Sole	2024-08-02
2024-03-31	$231,208	8,293	-28.5%	Shares	Sole	2024-04-29
2023-09-30	$313,861	11,603	+9.1%	Shares	Sole	2023-10-30
2023-06-30	$269,040	10,634	-22.1%	Shares	Sole	2023-08-02
2023-03-31	$334,823	13,644	+18.4%	Shares	Sole	2023-05-03
2022-12-31	$283,169	11,525	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.