FGC
CIVI

Financial Gravity Companies’s Civitas Resources CIVI Stock Holding History

Financial Gravity Companies’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
2024
Q4 		– Sell
-30
Closed -$1.52K – 981
2024
Q3 		$1.52K Buy
+30
New +$1.86K ﹤0.01% 540

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Financial Gravity Companies's CIVI Position: Q4 2024 in Review

Financial Gravity Companies sold out of Civitas Resources (CIVI) in Q4 2024, closing a stake of 30 shares — an estimated $1.52K sold.

Financial Gravity Companies first reported a position in CIVI in Q3 2024 and held it in 1 quarter. The position peaked at $1.52K in Q3 2024. 379 funds tracked by Wall St. Rank hold CIVI as of Q4 2024.

  • Financial Gravity Companies reported no remaining Civitas Resources position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 30 Civitas Resources shares in Q4 2024, an estimated $1.52K.
  • Financial Gravity Companies first reported a position in Civitas Resources in Q3 2024 and held it in 1 quarter.
  • Financial Gravity Companies's Civitas Resources position peaked at $1.52K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.