Avion Wealth’s Civitas Resources CIVI Stock Holding History

Avion Wealth’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	-257	Closed	-$6K	–	1288
2025 Q4	$6K	Buy	257 +150	+140%	+$4.34K	﹤0.01%	610
2025 Q3	$3K	Buy	107 +32	+43%	+$1.02K	﹤0.01%	732
2025 Q2	$2K	Buy	75 +55	+275%	+$1.59K	﹤0.01%	785
2025 Q1	$0	Buy	+20	New	+$886	﹤0.01%	1060
2024 Q4	–	Sell	-17	Closed	–	–	1041
2024 Q3	$0	Buy	+17	New	+$1.05K	﹤0.01%	1045

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

Avion Wealth's CIVI Position: Q1 2026 in Review

Avion Wealth sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 257 shares — an estimated $6K sold.

Avion Wealth first reported a position in CIVI in Q3 2024 and held it in 5 quarters. The position peaked at $6K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Avion Wealth reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 257 Civitas Resources shares in Q1 2026, an estimated $6K.
Avion Wealth first reported a position in Civitas Resources in Q3 2024 and held it in 5 quarters.
Avion Wealth's Civitas Resources position peaked at $6K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.