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EP Wealth Advisors’s Civitas Resources CIVI Stock Holding History

EP Wealth Advisors’s Portfolio CIVI Stock Details CIVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
9,239
+284
+3% +$7.82K ﹤0.01% 1115
2025
Q1 		$312K Buy
8,955
+4,291
+92% +$150K ﹤0.01% 896
2024
Q4 		$214K Sell
4,664
-164
-3% -$7.52K ﹤0.01% 1041
2024
Q3 		$245K Buy
+4,828
New +$245K ﹤0.01% 948