CWM
CIVI

Congress Wealth Management’s Civitas Resources CIVI Stock Holding History

Congress Wealth Management’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
Q2 		$219K Buy
7,967
+1,617
+25% +$46.8K ﹤0.01% 1132
2025
Q1 		$222K Buy
+6,350
New +$281K ﹤0.01% 1012

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 $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's CIVI Position: Q2 2025 in Review

Congress Wealth Management increased its Civitas Resources (CIVI) stake by 25% in Q2 2025, buying an estimated $46.8K and bringing the position to 7,967 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Congress Wealth Management first reported a position in CIVI in Q1 2025 and has held it in 2 quarters since. The position peaked at $222K in Q1 2025. 374 funds tracked by Wall St. Rank hold CIVI as of Q2 2025.

  • Congress Wealth Management held 7,967 shares of Civitas Resources worth $219K as of Q2 2025.
  • Congress Wealth Management bought 1,617 Civitas Resources shares in Q2 2025, an estimated $46.8K.
  • Civitas Resources made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1132 holding.
  • Congress Wealth Management first reported a position in Civitas Resources in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Civitas Resources position peaked at $222K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.