EP Wealth Advisors’s Civitas Resources CIVI Stock Holding History

EP Wealth 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
2025 Q2	$254K	Buy
2025 Q1	$312K	Buy
2024 Q4	$214K	Sell
2024 Q3	$245K	Buy