Collier Financial’s Civitas Resources CIVI Stock Holding History

Collier Financial’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	-9	Closed	-$244	–	137
2025 Q4	$244	Hold	9	–	–	﹤0.01%	129
2025 Q3	$293	Buy	+9	New	+$288	﹤0.01%	130
2025 Q1	$314	Hold	9	–	–	﹤0.01%	125
2024 Q4	$413	Buy	+9	New	+$448	﹤0.01%	109

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

Collier Financial's CIVI Position: Q1 2026 in Review

Collier Financial sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 9 shares — an estimated $244 sold.

Collier Financial first reported a position in CIVI in Q4 2024 and held it in 4 quarters. The position peaked at $413 in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Collier Financial reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Collier Financial sold 9 Civitas Resources shares in Q1 2026, an estimated $244.
Collier Financial first reported a position in Civitas Resources in Q4 2024 and held it in 4 quarters.
Collier Financial's Civitas Resources position peaked at $413 in Q4 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.