HCA
CIVI

Heck Capital Advisors’s Civitas Resources CIVI Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-825
Closed -$37.9K – 337
2024
Q4 		$37.9K Buy
+825
New +$41.1K ﹤0.01% 407

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 $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heck Capital Advisors's CIVI Position: Q1 2025 in Review

Heck Capital Advisors sold out of Civitas Resources (CIVI) in Q1 2025, closing a stake of 825 shares — an estimated $37.9K sold.

Heck Capital Advisors first reported a position in CIVI in Q4 2024 and held it in 1 quarter. The position peaked at $37.9K in Q4 2024. 363 funds tracked by Wall St. Rank hold CIVI as of Q1 2025.

  • Heck Capital Advisors reported no remaining Civitas Resources position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 825 Civitas Resources shares in Q1 2025, an estimated $37.9K.
  • Heck Capital Advisors first reported a position in Civitas Resources in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Civitas Resources position peaked at $37.9K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.