Cerity Partners
CIVI

Cerity Partners’s Civitas Resources CIVI Stock Holding History

Cerity Partners’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
-51,825
Closed -$1.4M – 3274
2025
Q4 		$1.4M Sell
51,825
-20,268
-28% -$586K ﹤0.01% 1536
2025
Q3 		$2.34M Buy
72,093
+24,910
+53% +$797K ﹤0.01% 1219
2025
Q2 		$1.3M Buy
47,183
+7,847
+20% +$227K ﹤0.01% 1410
2025
Q1 		$1.37M Buy
39,336
+35,216
+855% +$1.56M ﹤0.01% 1291
2024
Q4 		$206K Sell
4,120
-16,086
-80% -$801K ﹤0.01% 2229
2024
Q3 		$1.02M Buy
20,206
+1,404
+7% +$87K ﹤0.01% 1384
2024
Q2 		$1.3M Buy
18,802
+436
+2% +$31.5K ﹤0.01% 1107
2024
Q1 		$1.39M Buy
18,366
+3,719
+25% +$249K ﹤0.01% 1127
2023
Q4 		$1M Buy
14,647
+637
+5% +$45.6K ﹤0.01% 980
2023
Q3 		$1.13M Buy
+14,010
New +$1.08M 0.01% 724

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

Cerity Partners's CIVI Position: Q1 2026 in Review

Cerity Partners sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 51,825 shares — an estimated $1.4M sold.

Cerity Partners first reported a position in CIVI in Q3 2023 and held it in 10 quarters. The position peaked at $2.34M in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Cerity Partners reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 51,825 Civitas Resources shares in Q1 2026, an estimated $1.4M.
  • Cerity Partners first reported a position in Civitas Resources in Q3 2023 and held it in 10 quarters.
  • Cerity Partners's Civitas Resources position peaked at $2.34M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.