Activest Wealth Management’s Civitas Resources CIVI Stock Holding History

Activest Wealth Management’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	-92	Closed	-$2.49K	–	1249
2025 Q4	$2.49K	Buy	+92	New	+$2.66K	﹤0.01%	859
2025 Q1	–	Sell	-1	Closed	-$44	–	1077
2024 Q4	$46	Buy	+1	New	+$50	﹤0.01%	754

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

Activest Wealth Management's CIVI Position: Q1 2026 in Review

Activest Wealth Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 92 shares — an estimated $2.49K sold.

Activest Wealth Management first reported a position in CIVI in Q4 2024 and held it in 2 quarters. The position peaked at $2.49K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Activest Wealth Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Activest Wealth Management sold 92 Civitas Resources shares in Q1 2026, an estimated $2.49K.
Activest Wealth Management first reported a position in Civitas Resources in Q4 2024 and held it in 2 quarters.
Activest Wealth Management's Civitas Resources position peaked at $2.49K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.