Cetera Investment Advisers
CIVI

Cetera Investment Advisers’s Civitas Resources CIVI Stock Holding History

Cetera Investment Advisers’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
-67,371
Closed -$1.83M – 4833
2025
Q4 		$1.83M Buy
67,371
+37,296
+124% +$1.08M ﹤0.01% 2288
2025
Q3 		$977K Buy
30,075
+16,273
+118% +$521K ﹤0.01% 2782
2025
Q2 		$380K Buy
13,802
+935
+7% +$27.1K ﹤0.01% 3187
2025
Q1 		$449K Sell
12,867
-952
-7% -$42.2K ﹤0.01% 2933
2024
Q4 		$634K Buy
13,819
+5,748
+71% +$286K ﹤0.01% 2499
2024
Q3 		$409K Buy
8,071
+3,907
+94% +$242K ﹤0.01% 2824
2024
Q2 		$287K Buy
4,164
+116
+3% +$8.39K ﹤0.01% 3069
2024
Q1 		$307K Buy
+4,048
New +$271K ﹤0.01% 3019

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

Cetera Investment Advisers's CIVI Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 67,371 shares — an estimated $1.83M sold.

Cetera Investment Advisers first reported a position in CIVI in Q1 2024 and held it in 8 quarters. The position peaked at $1.83M in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 67,371 Civitas Resources shares in Q1 2026, an estimated $1.83M.
  • Cetera Investment Advisers first reported a position in Civitas Resources in Q1 2024 and held it in 8 quarters.
  • Cetera Investment Advisers's Civitas Resources position peaked at $1.83M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.