CWC
CIVI

Carolinas Wealth Consulting’s Civitas Resources CIVI Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-29
Closed -$1.29K – 1030
2024
Q4 		$1.29K Buy
29
+10
+53% +$498 ﹤0.01% 904
2024
Q3 		$921 Buy
19
+3
+19% +$186 ﹤0.01% 941
2024
Q2 		$1.04K Buy
16
+3
+23% +$217 ﹤0.01% 906
2024
Q1 		$970 Buy
13
+2
+18% +$134 ﹤0.01% 901
2023
Q4 		$762 Hold
11
– – ﹤0.01% 862
2023
Q3 		$841 Sell
11
-1
-8% -$77 ﹤0.01% 856
2023
Q2 		$855 Buy
+12
New +$830 ﹤0.01% 934

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carolinas Wealth Consulting's CIVI Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Civitas Resources (CIVI) in Q1 2025, closing a stake of 29 shares — an estimated $1.29K sold.

Carolinas Wealth Consulting first reported a position in CIVI in Q2 2023 and held it in 7 quarters. The position peaked at $1.29K in Q4 2024. 363 funds tracked by Wall St. Rank hold CIVI as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Civitas Resources position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 29 Civitas Resources shares in Q1 2025, an estimated $1.29K.
  • Carolinas Wealth Consulting first reported a position in Civitas Resources in Q2 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Civitas Resources position peaked at $1.29K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.