Focus Partners Wealth
CIVI

Focus Partners Wealth’s Civitas Resources CIVI Stock Holding History

Focus Partners Wealth’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
-127,283
Closed -$3.45M – 2688
2025
Q4 		$3.45M Buy
127,283
+52,205
+70% +$1.51M ﹤0.01% 1103
2025
Q3 		$3.58M Buy
+75,078
New +$2.4M 0.01% 853

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

Focus Partners Wealth's CIVI Position: Q1 2026 in Review

Focus Partners Wealth sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 127,283 shares — an estimated $3.45M sold.

Focus Partners Wealth first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $3.58M in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Focus Partners Wealth reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 127,283 Civitas Resources shares in Q1 2026, an estimated $3.45M.
  • Focus Partners Wealth first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Civitas Resources position peaked at $3.58M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.