Envestnet Portfolio Solutions’s Civitas Resources CIVI Stock Holding History

Envestnet Portfolio Solutions’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	-29,320	Closed	-$794K	–	1324
2025 Q4	$794K	Buy	29,320 +14,214	+94%	+$411K	﹤0.01%	850
2025 Q3	$491K	Sell	15,106 -1,000	-6%	-$32K	﹤0.01%	1041
2025 Q2	$443K	Buy	+16,106	New	+$466K	﹤0.01%	1155
2023 Q4	–	Sell	-2,964	Closed	-$240K	–	1538
2023 Q3	$240K	Buy	+2,964	New	+$229K	﹤0.01%	1345

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

Envestnet Portfolio Solutions's CIVI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 29,320 shares — an estimated $794K sold.

Envestnet Portfolio Solutions first reported a position in CIVI in Q3 2023 and held it in 4 quarters. The position peaked at $794K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 29,320 Civitas Resources shares in Q1 2026, an estimated $794K.
Envestnet Portfolio Solutions first reported a position in Civitas Resources in Q3 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's Civitas Resources position peaked at $794K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.