Jones Financial Companies
CIVI

Jones Financial Companies’s Civitas Resources CIVI Stock Holding History

Jones Financial Companies’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
-2,725
Closed -$73.8K – 4762
2025
Q4 		$73.8K Buy
2,725
+119
+5% +$3.44K ﹤0.01% 2350
2025
Q3 		$86.7K Buy
2,606
+274
+12% +$8.77K ﹤0.01% 2136
2025
Q2 		$65.3K Sell
2,332
-2,106
-47% -$61K ﹤0.01% 2119
2025
Q1 		$155K Buy
4,438
+526
+13% +$23.3K ﹤0.01% 1594
2024
Q4 		$179K Buy
3,912
+824
+27% +$41K ﹤0.01% 1401
2024
Q3 		$158K Buy
3,088
+2,916
+1,695% +$181K ﹤0.01% 1222
2024
Q2 		$11.8K Buy
+172
New +$12.4K ﹤0.01% 1707

Other funds holding CIVI

IA
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

Jones Financial Companies's CIVI Position: Q1 2026 in Review

Jones Financial Companies sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 2,725 shares — an estimated $73.8K sold.

Jones Financial Companies first reported a position in CIVI in Q2 2024 and held it in 7 quarters. The position peaked at $179K in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Jones Financial Companies reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 2,725 Civitas Resources shares in Q1 2026, an estimated $73.8K.
  • Jones Financial Companies first reported a position in Civitas Resources in Q2 2024 and held it in 7 quarters.
  • Jones Financial Companies's Civitas Resources position peaked at $179K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.