Investment Advisory Services’s Civitas Resources CIVI Stock Holding History

Investment Advisory Services’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	-10,633	Closed	-$288K	–	131
2025 Q4	$288K	Hold	10,633	–	–	0.09%	97
2025 Q3	$346K	Hold	10,633	–	–	0.11%	90
2025 Q2	$293K	Sell	10,633 -2	-0%	-$58	0.1%	95
2025 Q1	$371K	Buy	10,635 +2	+0%	+$89	0.13%	83
2024 Q4	$488K	Hold	10,633	–	–	0.17%	73
2024 Q3	$539K	Hold	10,633	–	–	0.19%	75
2024 Q2	$734K	Sell	10,633 -1	-0%	-$72	0.27%	62
2024 Q1	$807K	Buy	10,634 +1	+0%	+$67	0.3%	63
2023 Q4	$727K	Hold	10,633	–	–	0.29%	62
2023 Q3	$860K	Hold	10,633	–	–	0.37%	57
2023 Q2	$738K	Buy	+10,633	New	+$736K	0.31%	60

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

Investment Advisory Services's CIVI Position: Q1 2026 in Review

Investment Advisory Services sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 10,633 shares — an estimated $288K sold.

Investment Advisory Services first reported a position in CIVI in Q2 2023 and held it in 11 quarters. The position peaked at $860K in Q3 2023. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Investment Advisory Services reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Investment Advisory Services sold 10,633 Civitas Resources shares in Q1 2026, an estimated $288K.
Investment Advisory Services first reported a position in Civitas Resources in Q2 2023 and held it in 11 quarters.
Investment Advisory Services's Civitas Resources position peaked at $860K in Q3 2023.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Investment Advisory Services's 13F filing for Q1 2026, filed 17 Apr 2026.