Global Retirement Partners’s Civitas Resources CIVI Stock Holding History

Global Retirement 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
2025 Q4	$22.3K	Buy	823 +805	+4,472%	+$23.3K	﹤0.01%	2821
2025 Q3	$585	Sell	18 -4,591	-100%	-$147K	﹤0.01%	3619
2025 Q2	$127K	Buy	+4,609	New	+$133K	﹤0.01%	1311
2024 Q4	$2.43K	Sell	53 -6	-10%	-$299	﹤0.01%	2995
2024 Q3	$2.99K	Sell	59 -107	-64%	-$6.63K	﹤0.01%	2788
2024 Q2	$11.5K	Buy	166 +26	+19%	+$1.88K	﹤0.01%	2258
2024 Q1	$10.6K	Sell	140 -196	-58%	-$13.1K	﹤0.01%	2100
2023 Q4	$21.6K	Buy	336 +272	+425%	+$19.5K	﹤0.01%	1724
2023 Q3	$4.54K	Buy	64 +7	+12%	+$541	﹤0.01%	2226
2023 Q2	$3.95K	Buy	57 +52	+1,040%	+$3.6K	﹤0.01%	2299
2023 Q1	$326	Hold	5	–	–	﹤0.01%	3016
2022 Q4	$290	Buy	+5	New	+$322	﹤0.01%	2880
2022 Q3	–	Sell	-26	Closed	-$1K	–	2724
2022 Q2	$1K	Sell	26 -4	-13%	-$261	﹤0.01%	2380
2022 Q1	$2K	Buy	+30	New	+$1.63K	﹤0.01%	2149

Other funds holding CIVI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Retirement Partners's CIVI Position: Q4 2025 in Review

Global Retirement Partners increased its Civitas Resources (CIVI) stake by 4,472% in Q4 2025, buying an estimated $23.3K and bringing the position to 823 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Global Retirement Partners first reported a position in CIVI in Q1 2022 and has held it in 14 quarters since. The position peaked at $127K in Q2 2025. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

Global Retirement Partners held 823 shares of Civitas Resources worth $22.3K as of Q4 2025.
Global Retirement Partners bought 805 Civitas Resources shares in Q4 2025, an estimated $23.3K.
Civitas Resources made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2821 holding.
Global Retirement Partners first reported a position in Civitas Resources in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's Civitas Resources position peaked at $127K in Q2 2025.
346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.