Capital Advisors Ltd’s Civitas Resources CIVI Stock Holding History

Capital Advisors Ltd’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	-325	Closed	-$9K	–	1392
2025 Q4	$9K	Sell	325 -36	-10%	-$1.04K	﹤0.01%	830
2025 Q3	$12K	Sell	361 -16	-4%	-$512	﹤0.01%	756
2025 Q2	$10K	Buy	+377	New	+$10.9K	﹤0.01%	785
2025 Q1	–	Sell	-3	Closed	–	–	1373
2024 Q4	$0	Sell	3 -4	-57%	-$199	﹤0.01%	1400
2024 Q3	$0	Buy	+7	New	+$434	﹤0.01%	1406

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

Capital Advisors Ltd's CIVI Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 325 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in CIVI in Q3 2024 and held it in 5 quarters. The position peaked at $12K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Capital Advisors Ltd reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Capital Advisors Ltd sold 325 Civitas Resources shares in Q1 2026, an estimated $9K.
Capital Advisors Ltd first reported a position in Civitas Resources in Q3 2024 and held it in 5 quarters.
Capital Advisors Ltd's Civitas Resources position peaked at $12K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.