Avantax Advisory Services’s Civitas Resources CIVI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$453K	Buy	+16,454	New	+$476K	﹤0.01%	1642
2024 Q4	–	Sell	-14,673	Closed	-$743K	–	2193
2024 Q3	$743K	Buy	14,673 +919	+7%	+$56.9K	﹤0.01%	1172
2024 Q2	$949K	Buy	13,754 +9,126	+197%	+$660K	0.01%	1005
2024 Q1	$351K	Buy	+4,628	New	+$310K	﹤0.01%	1218
2023 Q4	–	Sell	-2,693	Closed	-$218K	–	1587
2023 Q3	$218K	Buy	+2,693	New	+$208K	﹤0.01%	1381
2023 Q1	–	Sell	-3,935	Closed	-$228K	–	1493
2022 Q4	$228K	Buy	+3,935	New	+$254K	﹤0.01%	1246

Other funds holding CIVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's CIVI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Civitas Resources (CIVI) in Q2 2025: 16,454 shares worth $453K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CIVI as recently as Q3 2024.

Avantax Advisory Services first reported a position in CIVI in Q4 2022 and has held it in 6 quarters since. The position peaked at $949K in Q2 2024. 374 funds tracked by Wall St. Rank hold CIVI as of Q2 2025.

Avantax Advisory Services held 16,454 shares of Civitas Resources worth $453K as of Q2 2025.
Civitas Resources was a new Avantax Advisory Services position in Q2 2025.
Civitas Resources made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1642 holding.
Avantax Advisory Services first reported a position in Civitas Resources in Q4 2022 and has held it in 6 quarters since.
Avantax Advisory Services's Civitas Resources position peaked at $949K in Q2 2024.
374 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.