CWA
CIVI

Clarus Wealth Advisors’s Civitas Resources CIVI Stock Holding History

Clarus Wealth Advisors’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
-3,957
Closed -$209K – 93
2024
Q4 		$209K Sell
3,957
-64
-2% -$3.19K 0.1% 116
2024
Q3 		$221K Buy
4,021
+760
+23% +$47.1K 0.11% 122
2024
Q2 		$222K Buy
+3,261
New +$236K 0.12% 116

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

Clarus Wealth Advisors's CIVI Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2025, closing a stake of 3,957 shares — an estimated $209K sold.

Clarus Wealth Advisors first reported a position in CIVI in Q2 2024 and held it in 3 quarters. The position peaked at $222K in Q2 2024. 363 funds tracked by Wall St. Rank hold CIVI as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining Civitas Resources position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,957 Civitas Resources shares in Q1 2025, an estimated $209K.
  • Clarus Wealth Advisors first reported a position in Civitas Resources in Q2 2024 and held it in 3 quarters.
  • Clarus Wealth Advisors's Civitas Resources position peaked at $222K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.