EP
CIVI

Essential Partners’s Civitas Resources CIVI Stock Holding History

Essential Partners’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
-299
Closed -$8.1K – 2874
2025
Q4 		$8.1K Sell
299
-1,986
-87% -$57.5K ﹤0.01% 1246
2025
Q3 		$74.3K Buy
2,285
+2,225
+3,708% +$71.2K 0.02% 496
2025
Q2 		$1.65K Buy
+60
New +$1.74K ﹤0.01% 1370

Other funds holding CIVI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Essential Partners's CIVI Position: Q1 2026 in Review

Essential Partners sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 299 shares — an estimated $8.1K sold.

Essential Partners first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $74.3K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Essential Partners reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 299 Civitas Resources shares in Q1 2026, an estimated $8.1K.
  • Essential Partners first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
  • Essential Partners's Civitas Resources position peaked at $74.3K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.