Clearstead Advisors’s Civitas Resources CIVI Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-306	Closed	-$8.29K	–	2360
2025 Q4	$8.29K	Sell	306 -131	-30%	-$3.79K	﹤0.01%	1913
2025 Q3	$14.2K	Buy	437 +367	+524%	+$11.7K	﹤0.01%	1791
2025 Q2	$1.93K	Buy	+70	New	+$2.03K	﹤0.01%	2335

Other funds holding CIVI

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

Clearstead Advisors's CIVI Position: Q1 2026 in Review

Clearstead Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 306 shares — an estimated $8.29K sold.

Clearstead Advisors first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $14.2K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Clearstead Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 306 Civitas Resources shares in Q1 2026, an estimated $8.29K.
Clearstead Advisors first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
Clearstead Advisors's Civitas Resources position peaked at $14.2K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.