Corient Private Wealth
CIVI

Corient Private Wealth’s Civitas Resources CIVI Stock Holding History

Corient Private Wealth’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
-83,911
Closed -$2.27M – 2872
2025
Q4 		$2.27M Buy
83,911
+18,670
+29% +$540K ﹤0.01% 1468
2025
Q3 		$2.12M Buy
65,241
+6,435
+11% +$206K ﹤0.01% 1044
2025
Q2 		$1.62M Sell
58,806
-4,711
-7% -$136K ﹤0.01% 1132
2025
Q1 		$2.22M Sell
63,517
-24,047
-27% -$1.06M ﹤0.01% 941
2024
Q4 		$4.01M Buy
87,564
+10,441
+14% +$520K 0.01% 762
2024
Q3 		$3.91M Buy
77,123
+3,456
+5% +$214K 0.01% 825
2024
Q2 		$5.08M Sell
73,667
-2,090
-3% -$151K 0.01% 706
2024
Q1 		$5.75M Buy
75,757
+21,272
+39% +$1.42M 0.01% 676
2023
Q4 		$3.73M Buy
54,485
+47,398
+669% +$3.39M 0.01% 783
2023
Q3 		$573K Buy
7,087
+102
+1% +$7.89K ﹤0.01% 1421
2023
Q2 		$485K Sell
6,985
-10
-0.1% -$692 ﹤0.01% 1462
2023
Q1 		$478K Buy
6,995
+1,742
+33% +$113K ﹤0.01% 1400
2022
Q4 		$304K Buy
+5,253
New +$339K ﹤0.01% 1332

Other funds holding CIVI

IA
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

Corient Private Wealth's CIVI Position: Q1 2026 in Review

Corient Private Wealth sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 83,911 shares — an estimated $2.27M sold.

Corient Private Wealth first reported a position in CIVI in Q4 2022 and held it in 13 quarters. The position peaked at $5.75M in Q1 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Corient Private Wealth reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 83,911 Civitas Resources shares in Q1 2026, an estimated $2.27M.
  • Corient Private Wealth first reported a position in Civitas Resources in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Civitas Resources position peaked at $5.75M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.