CPG
CIVI

Cornerstone Planning Group’s Civitas Resources CIVI Stock Holding History

Cornerstone Planning Group’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
-5
Closed -$139 – 1839
2025
Q4 		$139 Sell
5
-10
-67% -$289 ﹤0.01% 1644
2025
Q3 		$431 Hold
15
– – ﹤0.01% 1512
2025
Q2 		$428 Buy
15
+10
+200% +$290 ﹤0.01% 1341
2025
Q1 		$143 Sell
5
-19
-79% -$841 ﹤0.01% 1482
2024
Q4 		$1.22K Buy
24
+19
+380% +$947 ﹤0.01% 917
2024
Q3 		$243 Hold
5
– – ﹤0.01% 1220
2024
Q2 		$291 Sell
5
-11
-69% -$796 ﹤0.01% 1146
2024
Q1 		$1.21K Buy
16
+11
+220% +$736 ﹤0.01% 745
2023
Q4 		$342 Hold
5
– – ﹤0.01% 816
2023
Q3 		$404 Sell
5
-62
-93% -$4.8K ﹤0.01% 923
2023
Q2 		$4.65K Buy
+67
New +$4.63K ﹤0.01% 914
2022
Q4 		$4.28K Buy
+67
New +$4.32K ﹤0.01% 955

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

Cornerstone Planning Group's CIVI Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 5 shares — an estimated $139 sold.

Cornerstone Planning Group first reported a position in CIVI in Q4 2022 and held it in 12 quarters. The position peaked at $4.65K in Q2 2023. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Civitas Resources shares in Q1 2026, an estimated $139.
  • Cornerstone Planning Group first reported a position in Civitas Resources in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's Civitas Resources position peaked at $4.65K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.