Keating Financial Advisory Services’s Civitas Resources CIVI Stock Holding History

Keating Financial 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	-45	Closed	-$1.22K	–	2585
2025 Q4	$1.22K	Buy	+45	New	+$1.3K	﹤0.01%	1738

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

Keating Financial Advisory Services's CIVI Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 45 shares — an estimated $1.22K sold.

Keating Financial Advisory Services first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Keating Financial Advisory Services reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 45 Civitas Resources shares in Q1 2026, an estimated $1.22K.
Keating Financial Advisory Services first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
Keating Financial Advisory Services's Civitas Resources position peaked at $1.22K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.