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
2026 Q1	–	Sell	-9,672	Closed	-$262K	–	1512
2025 Q4	$262K	Buy	+9,672	New	+$280K	﹤0.01%	1215
2025 Q2	$254K	Buy	9,239 +284	+3%	+$8.22K	﹤0.01%	1115
2025 Q1	$312K	Buy	8,955 +4,291	+92%	+$190K	﹤0.01%	896
2024 Q4	$214K	Sell	4,664 -164	-3%	-$8.17K	﹤0.01%	1041
2024 Q3	$245K	Buy	+4,828	New	+$299K	﹤0.01%	948

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

EP Wealth Advisors's CIVI Position: Q1 2026 in Review

EP Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 9,672 shares — an estimated $262K sold.

EP Wealth Advisors first reported a position in CIVI in Q3 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

EP Wealth Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 9,672 Civitas Resources shares in Q1 2026, an estimated $262K.
EP Wealth Advisors first reported a position in Civitas Resources in Q3 2024 and held it in 5 quarters.
EP Wealth Advisors's Civitas Resources position peaked at $312K in Q1 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

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