Impact Partnership Wealth’s Civitas Resources CIVI Stock Holding History

Impact Partnership 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	-15,720	Closed	-$426K	–	380
2025 Q4	$426K	Buy	+15,720	New	+$455K	0.05%	225
2025 Q3	–	Sell	-14,069	Closed	-$387K	–	320
2025 Q2	$387K	Buy	+14,069	New	+$407K	0.07%	180

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

Impact Partnership Wealth's CIVI Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 15,720 shares — an estimated $426K sold.

Impact Partnership Wealth first reported a position in CIVI in Q2 2025 and held it in 2 quarters. The position peaked at $426K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Impact Partnership Wealth reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 15,720 Civitas Resources shares in Q1 2026, an estimated $426K.
Impact Partnership Wealth first reported a position in Civitas Resources in Q2 2025 and held it in 2 quarters.
Impact Partnership Wealth's Civitas Resources position peaked at $426K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.