GM Advisory Group’s Civitas Resources CIVI Stock Holding History

GM Advisory Group’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	-40,000	Closed	-$1.08M	–	377
2025 Q4	$1.08M	Buy	+40,000	New	+$1.16M	0.04%	157

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

GM Advisory Group's CIVI Position: Q1 2026 in Review

GM Advisory Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 40,000 shares — an estimated $1.08M sold.

GM Advisory Group first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $1.08M in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

GM Advisory Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
GM Advisory Group sold 40,000 Civitas Resources shares in Q1 2026, an estimated $1.08M.
GM Advisory Group first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
GM Advisory Group's Civitas Resources position peaked at $1.08M in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.