EWA
CIVI

EverSource Wealth Advisors’s Civitas Resources CIVI Stock Holding History

EverSource 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
-2,203
Closed -$59.7K – 4412
2025
Q4 		$59.7K Buy
2,203
+363
+20% +$10.5K ﹤0.01% 1631
2025
Q3 		$59.8K Buy
1,840
+1,150
+167% +$36.8K ﹤0.01% 1575
2025
Q2 		$19K Sell
690
-820
-54% -$23.7K ﹤0.01% 2338
2025
Q1 		$52.7K Buy
1,510
+33
+2% +$1.46K ﹤0.01% 1215
2024
Q4 		$67.8K Buy
1,477
+854
+137% +$42.5K ﹤0.01% 1050
2024
Q3 		$31.6K Sell
623
-172
-22% -$10.7K ﹤0.01% 1264
2024
Q2 		$55.5K Buy
795
+19
+2% +$1.38K ﹤0.01% 1042
2024
Q1 		$55.8K Buy
776
+108
+16% +$7.22K ﹤0.01% 932
2023
Q4 		$45.7K Buy
668
+48
+8% +$3.44K ﹤0.01% 934
2023
Q3 		$50.1K Sell
620
-16
-3% -$1.24K 0.01% 806
2023
Q2 		$44.1K Buy
636
+42
+7% +$2.9K ﹤0.01% 884
2023
Q1 		$40.6K Buy
594
+16
+3% +$1.04K 0.01% 862
2022
Q4 		$33.5K Sell
578
-681
-54% -$43.9K 0.01% 909
2022
Q3 		$72K Buy
+1,259
New +$74.1K 0.02% 534

Other funds holding CIVI

IA
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

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

EverSource Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 2,203 shares — an estimated $59.7K sold.

EverSource Wealth Advisors first reported a position in CIVI in Q3 2022 and held it in 14 quarters. The position peaked at $72K in Q3 2022. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,203 Civitas Resources shares in Q1 2026, an estimated $59.7K.
  • EverSource Wealth Advisors first reported a position in Civitas Resources in Q3 2022 and held it in 14 quarters.
  • EverSource Wealth Advisors's Civitas Resources position peaked at $72K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

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