Advisors Asset Management’s Civitas Resources CIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-52,179
Closed -$1.41M 1463
2025
Q4
$1.41M Sell
52,179
-34,817
-40% -$1.01M 0.02% 700
2025
Q3
$2.83M Sell
86,996
-30,998
-26% -$992K 0.05% 495
2025
Q2
$3.25M Sell
117,994
-30,469
-21% -$882K 0.06% 438
2025
Q1
$5.18M Sell
148,463
-34,999
-19% -$1.55M 0.1% 275
2024
Q4
$8.42M Buy
183,462
+2,120
+1% +$106K 0.16% 149
2024
Q3
$9.19M Buy
181,342
+16,863
+10% +$1.04M 0.17% 136
2024
Q2
$11.3M Buy
164,479
+34,392
+26% +$2.49M 0.22% 89
2024
Q1
$9.87M Buy
130,087
+36,506
+39% +$2.44M 0.19% 117
2023
Q4
$6.4M Buy
93,581
+37,096
+66% +$2.66M 0.13% 191
2023
Q3
$4.57M Buy
56,485
+31,372
+125% +$2.43M 0.1% 251
2023
Q2
$1.74M Buy
25,113
+19,859
+378% +$1.37M 0.04% 562
2023
Q1
$359K Buy
5,254
+5,026
+2,204% +$326K 0.01% 1006
2022
Q4
$13.2K Buy
+228
New +$14.7K ﹤0.01% 1446
2014
Q2
Sell
-7
Closed -$34K 1781
2014
Q1
$34K Sell
7
-2
-22% -$10K ﹤0.01% 1692
2013
Q4
$43K Hold
9
﹤0.01% 1652
2013
Q3
$50K Sell
9
-1
-10% -$4.62K ﹤0.01% 1595
2013
Q2
$41K Buy
+10
New +$40.7K ﹤0.01% 1589

Other funds holding CIVI

Advisors Asset Management's CIVI Position: Q1 2026 in Review

Advisors Asset Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 52,179 shares — an estimated $1.41M sold.

Advisors Asset Management first reported a position in CIVI in Q2 2013 and held it in 17 quarters. The position peaked at $11.3M in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Advisors Asset Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Advisors Asset Management sold 52,179 Civitas Resources shares in Q1 2026, an estimated $1.41M.
  • Advisors Asset Management first reported a position in Civitas Resources in Q2 2013 and held it in 17 quarters.
  • Advisors Asset Management's Civitas Resources position peaked at $11.3M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.