Concurrent Investment Advisors’s Civitas Resources CIVI Stock Holding History

Concurrent Investment 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	-20,745	Closed	-$562K	–	1954
2025 Q4	$562K	Sell	20,745 -2,163	-9%	-$62.6K	0.01%	1097
2025 Q3	$745K	Buy	+22,908	New	+$733K	0.01%	761

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

Concurrent Investment Advisors's CIVI Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 20,745 shares — an estimated $562K sold.

Concurrent Investment Advisors first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $745K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Concurrent Investment Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 20,745 Civitas Resources shares in Q1 2026, an estimated $562K.
Concurrent Investment Advisors first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
Concurrent Investment Advisors's Civitas Resources position peaked at $745K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.