Position in CTRA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,654
+$944 QoQ
Shares Held
104
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTRA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Winch Advisory Services, LLC holds $505,004 across 8 Oil & Gas E&P names. CTRA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,407 | $185,724 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
2,118 | $137,670 | |
| 3 | EOG |
Eog Resources Inc
|
827 | $119,559 | |
| 4 | DMLP |
Dorchester Minerals, L.P.
|
1,086 | $29,430 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
69 | $13,647 | |
| 6 | DVN |
Devon Energy Corp/De
|
221 | $11,120 | |
| 7 | ZNOG |
Zion Oil & Gas Inc
|
12,000 | $4,200 | |
| 8 | CTRA |
Coterra Energy Inc.
This page
|
104 | $3,654 |
All Filings in CTRA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,654 | 104 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,710 | 103 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,435 | 103 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,588 | 102 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,918 | 101 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,554 | 100 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||