CAG
CIVI

Crestwood Advisors Group’s Civitas Resources CIVI Stock Holding History

Crestwood Advisors 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
2025
Q2 		– Sell
-10,774
Closed -$376K – 535
2025
Q1 		$376K Buy
+10,774
New +$477K 0.01% 386

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 $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestwood Advisors Group's CIVI Position: Q2 2025 in Review

Crestwood Advisors Group sold out of Civitas Resources (CIVI) in Q2 2025, closing a stake of 10,774 shares — an estimated $376K sold.

Crestwood Advisors Group first reported a position in CIVI in Q1 2025 and held it in 1 quarter. The position peaked at $376K in Q1 2025. 374 funds tracked by Wall St. Rank hold CIVI as of Q2 2025.

  • Crestwood Advisors Group reported no remaining Civitas Resources position as of Q2 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 10,774 Civitas Resources shares in Q2 2025, an estimated $376K.
  • Crestwood Advisors Group first reported a position in Civitas Resources in Q1 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Civitas Resources position peaked at $376K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2025.

Based on Crestwood Advisors Group's 13F filing for Q2 2025, filed 5 Aug 2025.