EXENCIAL WEALTH ADVISORS, LLC

Position in CTRA — Coterra Energy Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in CTRA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

+$0 QoQ

Shares Held

46,341

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $31,262,893 across 8 Oil & Gas E&P names. CTRA ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNQ	CANADIAN NATURAL RESOURCES Ltd	435,730	$21,233,122
2	EQT	EQT Corp	87,217	$5,550,489
3	COP	Conocophillips	20,245	$2,672,340
4	EOG	Eog Resources Inc	6,015	$869,588
5	DVN	Devon Energy Corp/De	7,064	$355,460
6	FANG	Diamondback Energy, Inc.	1,476	$291,938
7	TPL	Texas Pacific Land Corp	611	$289,956
8	CTRA	Coterra Energy Inc. This page	46,341	$0

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	—	46,341	-0.9%	Shares	Sole	2026-04-28
2025-12-31	—	46,747	+1.6%	Shares	Sole	2026-01-30
2025-09-30	—	45,993	+4.2%	Shares	Sole	2025-10-27
2025-06-30	—	44,147	+2.4%	Shares	Sole	2025-07-30
2025-03-31	—	43,115	+2.8%	Shares	Sole	2025-05-09
2024-12-31	—	41,961	+1.7%	Shares	Sole	2025-02-06
2024-09-30	—	41,259	+3.5%	Shares	Sole	2024-10-31
2024-06-30	—	39,849	-2.2%	Shares	Sole	2024-08-12
2024-03-31	—	40,729	+19.7%	Shares	Sole	2024-05-10
2023-12-31	—	34,033	+20.9%	Shares	Sole	2024-02-13
2023-09-30	—	28,151	+11.9%	Shares	Sole	2023-11-08
2023-06-30	—	25,165	+9.6%	Shares	Sole	2023-08-10
2023-03-31	—	22,969	+7.9%	Shares	Sole	2023-05-02
2022-12-31	—	21,286	+33.6%	Shares	Sole	2023-02-14
2022-09-30	—	15,930	-0.7%	Shares	Sole	2022-11-08
2022-06-30	—	16,037	+29.7%	Shares	Sole	2022-08-11
2022-03-31	—	12,367	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.