Addison Advisors’s Civitas Resources CIVI Stock Holding History

Addison Advisors’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	-226	Closed	-$6.12K	–	982
2025 Q4	$6.12K	Hold	226	–	–	﹤0.01%	678
2025 Q3	$7.34K	Sell	226 -121	-35%	-$3.87K	﹤0.01%	664
2025 Q2	$9.55K	Buy	347 +145	+72%	+$4.2K	﹤0.01%	626
2025 Q1	$7.05K	Sell	202 -106	-34%	-$4.69K	﹤0.01%	631
2024 Q4	$14.1K	Buy	+308	New	+$15.3K	﹤0.01%	548

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

Addison Advisors's CIVI Position: Q1 2026 in Review

Addison Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 226 shares — an estimated $6.12K sold.

Addison Advisors first reported a position in CIVI in Q4 2024 and held it in 5 quarters. The position peaked at $14.1K in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Addison Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Addison Advisors sold 226 Civitas Resources shares in Q1 2026, an estimated $6.12K.
Addison Advisors first reported a position in Civitas Resources in Q4 2024 and held it in 5 quarters.
Addison Advisors's Civitas Resources position peaked at $14.1K in Q4 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.