Abacus Planning Group’s Civitas Resources CIVI Stock Holding History

Abacus Planning Group’s Portfolio CIVI Stock Details CIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,316	Closed	-$334K	–	271
2025 Q4	$334K	Buy	+12,316	New	+$356K	0.04%	181
2025 Q2	–	Sell	-15,223	Closed	-$531K	–	253
2025 Q1	$531K	Buy	+15,223	New	+$674K	0.09%	107
2024 Q4	–	Sell	-6,905	Closed	-$350K	–	227
2024 Q3	$350K	Buy	+6,905	New	+$428K	0.06%	152
2022 Q4	–	Sell	-6,000	Closed	-$344K	–	184
2022 Q3	$344K	Buy	6,000 +600	+11%	+$35.3K	0.1%	123
2022 Q2	$282K	Sell	5,400 -4,600	-46%	-$300K	0.08%	139
2022 Q1	$597K	Buy	10,000 +4,000	+67%	+$217K	0.16%	102
2021 Q4	$294K	Buy	+6,000	New	+$319K	0.08%	158

Other funds holding CIVI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abacus Planning Group's CIVI Position: Q1 2026 in Review

Abacus Planning Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 12,316 shares — an estimated $334K sold.

Abacus Planning Group first reported a position in CIVI in Q4 2021 and held it in 7 quarters. The position peaked at $597K in Q1 2022. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Abacus Planning Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Abacus Planning Group sold 12,316 Civitas Resources shares in Q1 2026, an estimated $334K.
Abacus Planning Group first reported a position in Civitas Resources in Q4 2021 and held it in 7 quarters.
Abacus Planning Group's Civitas Resources position peaked at $597K in Q1 2022.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.