Financial Consulate’s Civitas Resources CIVI Stock Holding History

Financial Consulate’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	Closed	-$55	–	1420
2025 Q4	$55	Hold	2	–	–	﹤0.01%	1326
2025 Q3	$65	Buy	+2	New	+$64	﹤0.01%	1143

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

Financial Consulate's CIVI Position: Q1 2026 in Review

Financial Consulate sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 2 shares — an estimated $55 sold.

Financial Consulate first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $65 in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Financial Consulate reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 2 Civitas Resources shares in Q1 2026, an estimated $55.
Financial Consulate first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
Financial Consulate's Civitas Resources position peaked at $65 in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.