Independent Financial Group’s Civitas Resources CIVI Stock Holding History

Independent Financial 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	-41,000	Closed	-$1.11M	–	1461
2025 Q4	$1.11M	Sell	41,000 -9,700	-19%	-$281K	0.02%	580
2025 Q3	$1.65M	Buy	+50,700	New	+$1.62M	0.04%	447

Other funds holding CIVI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Independent Financial Group's CIVI Position: Q1 2026 in Review

Independent Financial Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 41,000 shares — an estimated $1.11M sold.

Independent Financial Group first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $1.65M in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Independent Financial Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 41,000 Civitas Resources shares in Q1 2026, an estimated $1.11M.
Independent Financial Group first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
Independent Financial Group's Civitas Resources position peaked at $1.65M in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.