CG
CIVI

Caprock Group’s Civitas Resources CIVI Stock Holding History

Caprock Group’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
-27,082
Closed -$734K – 1144
2025
Q4 		$734K Buy
27,082
+8,814
+48% +$255K 0.02% 695
2025
Q3 		$672K Buy
+18,268
New +$585K 0.02% 703

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

Caprock Group's CIVI Position: Q1 2026 in Review

Caprock Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 27,082 shares — an estimated $734K sold.

Caprock Group first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $734K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Caprock Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 27,082 Civitas Resources shares in Q1 2026, an estimated $734K.
  • Caprock Group first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
  • Caprock Group's Civitas Resources position peaked at $734K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.