Creative Planning’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-94,732
| Closed | -$2.57M | – | 4116 |
|
|
2025
Q4 | $2.57M | Buy |
94,732
+16,697
| +21% | +$483K | ﹤0.01% | 1507 |
|
|
2025
Q3 | $2.54M | Buy |
78,035
+29,791
| +62% | +$953K | ﹤0.01% | 1348 |
|
|
2025
Q2 | $1.33M | Buy |
48,244
+27,192
| +129% | +$787K | ﹤0.01% | 1636 |
|
|
2025
Q1 | $735K | Buy |
21,052
+5,302
| +34% | +$235K | ﹤0.01% | 1973 |
|
|
2024
Q4 | $722K | Buy |
15,750
+2,873
| +22% | +$143K | ﹤0.01% | 1903 |
|
|
2024
Q3 | $652K | Buy |
12,877
+645
| +5% | +$39.9K | ﹤0.01% | 1869 |
|
|
2024
Q2 | $844K | Buy |
12,232
+3,269
| +36% | +$236K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $680K | Sell |
8,963
-196
| -2% | -$13.1K | ﹤0.01% | 1628 |
|
|
2023
Q4 | $626K | Buy |
9,159
+2,985
| +48% | +$214K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $499K | Buy |
6,174
+1,348
| +28% | +$104K | ﹤0.01% | 1574 |
|
|
2023
Q2 | $335K | Buy |
4,826
+1,032
| +27% | +$71.4K | ﹤0.01% | 1823 |
|
|
2023
Q1 | $259K | Buy |
3,794
+72
| +2% | +$4.67K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $216K | Buy |
+3,722
| New | +$240K | ﹤0.01% | 1978 |
|
|
2017
Q2 | – | Sell |
-9
| Closed | -$1K | – | 4636 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 4414 |
|
|
2016
Q4 | $1K | Buy |
+9
| New | +$1.16K | ﹤0.01% | 4402 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$4K | – | 4579 |
|
|
2016
Q2 | $4K | Buy |
18
+7
| +64% | +$2.1K | ﹤0.01% | 3734 |
|
|
2016
Q1 | $2K | Buy |
11
+2
| +22% | +$530 | ﹤0.01% | 3929 |
|
|
2015
Q4 | $5K | Buy |
+9
| New | +$6.75K | ﹤0.01% | 3653 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | -$2K | – | 1426 |
|
|
2015
Q1 | $2K | Sell |
1
-2
| -67% | -$5.72K | ﹤0.01% | 3851 |
|
|
2014
Q4 | $9K | Buy |
+3
| New | +$11.6K | ﹤0.01% | 3168 |
|
|
2014
Q2 | – | Sell |
-5
| Closed | -$27K | – | 3791 |
|
|
2014
Q1 | $27K | Buy |
+5
| New | +$25K | ﹤0.01% | 2190 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | -$5K | – | 3333 |
|
|
2013
Q3 | $5K | Buy |
+1
| New | +$4.62K | ﹤0.01% | 2719 |
|
Other funds holding CIVI
Creative Planning's CIVI Position: Q1 2026 in Review
Creative Planning sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 94,732 shares — an estimated $2.57M sold.
Creative Planning first reported a position in CIVI in Q3 2013 and held it in 22 quarters. The position peaked at $2.57M in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.
- Creative Planning reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
- Creative Planning sold 94,732 Civitas Resources shares in Q1 2026, an estimated $2.57M.
- Creative Planning first reported a position in Civitas Resources in Q3 2013 and held it in 22 quarters.
- Creative Planning's Civitas Resources position peaked at $2.57M in Q4 2025.
- 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.