AF
CIVI

Allworth Financial’s Civitas Resources CIVI Stock Holding History

Allworth Financial’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
-1,940
Closed -$52.6K – 5218
2025
Q4 		$52.6K Buy
1,940
+508
+35% +$14.7K ﹤0.01% 2160
2025
Q3 		$46.5K Buy
1,432
+452
+46% +$14.5K ﹤0.01% 2142
2025
Q2 		$27K Buy
980
+262
+36% +$7.59K ﹤0.01% 2329
2025
Q1 		$21.1K Buy
718
+421
+142% +$18.6K ﹤0.01% 2049
2024
Q4 		$15.5K Sell
297
-24
-7% -$1.2K ﹤0.01% 2249
2024
Q3 		$16.3K Sell
321
-267
-45% -$16.5K ﹤0.01% 2034
2024
Q2 		$42.3K Buy
588
+117
+25% +$8.46K ﹤0.01% 1451
2024
Q1 		$35.8K Buy
471
+14
+3% +$937 ﹤0.01% 1450
2023
Q4 		$31.3K Buy
457
+218
+91% +$15.6K ﹤0.01% 1397
2023
Q3 		$19.3K Buy
239
+3
+1% +$232 ﹤0.01% 1535
2023
Q2 		$16.4K Sell
236
-7
-3% -$484 ﹤0.01% 1665
2023
Q1 		$16.6K Buy
243
+7
+3% +$454 ﹤0.01% 1565
2022
Q4 		$13.7K Hold
236
– – ﹤0.01% 1573
2022
Q3 		$14K Buy
+236
New +$13.9K ﹤0.01% 1436

Other funds holding CIVI

IA
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

Allworth Financial's CIVI Position: Q1 2026 in Review

Allworth Financial sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1,940 shares — an estimated $52.6K sold.

Allworth Financial first reported a position in CIVI in Q3 2022 and held it in 14 quarters. The position peaked at $52.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Allworth Financial reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 1,940 Civitas Resources shares in Q1 2026, an estimated $52.6K.
  • Allworth Financial first reported a position in Civitas Resources in Q3 2022 and held it in 14 quarters.
  • Allworth Financial's Civitas Resources position peaked at $52.6K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.