Bruce G. Allen Investments’s Civitas Resources CIVI Stock Holding History

Bruce G. Allen Investments’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	-62	Closed	-$1.68K	–	1094
2025 Q4	$1.68K	Sell	62 -20	-24%	-$579	﹤0.01%	722
2025 Q3	$2.67K	Buy	82 +18	+28%	+$576	﹤0.01%	651
2025 Q2	$1.76K	Buy	64 +38	+146%	+$1.1K	﹤0.01%	729
2025 Q1	$907	Buy	+26	New	+$1.15K	﹤0.01%	831

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

Bruce G. Allen Investments's CIVI Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 62 shares — an estimated $1.68K sold.

Bruce G. Allen Investments first reported a position in CIVI in Q1 2025 and held it in 4 quarters. The position peaked at $2.67K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Bruce G. Allen Investments reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Bruce G. Allen Investments sold 62 Civitas Resources shares in Q1 2026, an estimated $1.68K.
Bruce G. Allen Investments first reported a position in Civitas Resources in Q1 2025 and held it in 4 quarters.
Bruce G. Allen Investments's Civitas Resources position peaked at $2.67K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.