Cornerstone Financial Management’s Civitas Resources CIVI Stock Holding History

Cornerstone Financial 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
2026 Q1	–	Sell	-62	Closed	-$1.68K	–	1323
2025 Q4	$1.68K	Buy	+62	New	+$1.79K	﹤0.01%	745

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

Cornerstone Financial Management's CIVI Position: Q1 2026 in Review

Cornerstone Financial Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 62 shares — an estimated $1.68K sold.

Cornerstone Financial Management first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $1.68K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Cornerstone Financial Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Cornerstone Financial Management sold 62 Civitas Resources shares in Q1 2026, an estimated $1.68K.
Cornerstone Financial Management first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
Cornerstone Financial Management's Civitas Resources position peaked at $1.68K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.