DIA
CIVI

Dana Investment Advisors’s Civitas Resources CIVI Stock Holding History

Dana Investment Advisors’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
-29,387
Closed -$796K – 562
2025
Q4 		$796K Buy
29,387
+12,372
+73% +$358K 0.02% 418
2025
Q3 		$553K Buy
17,015
+1,767
+12% +$56.5K 0.02% 451
2025
Q2 		$420K Buy
15,248
+1,077
+8% +$31.2K 0.01% 472
2025
Q1 		$494K Hold
14,171
– – 0.02% 447
2024
Q4 		$650K Buy
+14,171
New +$706K 0.02% 437
2014
Q4 		– Sell
-129
Closed -$820K – 274
2014
Q3 		$820K Sell
129
-17
-12% -$110K 0.05% 190
2014
Q2 		$930K Buy
146
+2
+1% +$11.3K 0.05% 176
2014
Q1 		$715K Buy
144
+52
+57% +$260K 0.04% 201
2013
Q4 		$446K Buy
+92
New +$493K 0.03% 232

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

Dana Investment Advisors's CIVI Position: Q1 2026 in Review

Dana Investment Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 29,387 shares — an estimated $796K sold.

Dana Investment Advisors first reported a position in CIVI in Q4 2013 and held it in 9 quarters. The position peaked at $930K in Q2 2014. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Dana Investment Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 29,387 Civitas Resources shares in Q1 2026, an estimated $796K.
  • Dana Investment Advisors first reported a position in Civitas Resources in Q4 2013 and held it in 9 quarters.
  • Dana Investment Advisors's Civitas Resources position peaked at $930K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.