KAS
CIVI

Kestra Advisory Services’s Civitas Resources CIVI Stock Holding History

Kestra 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
-33,873
Closed -$918K – 3334
2025
Q4 		$918K Sell
33,873
-1,164
-3% -$33.7K ﹤0.01% 1717
2025
Q3 		$1.14M Sell
35,037
-16,778
-32% -$537K 0.01% 1497
2025
Q2 		$1.43M Sell
51,815
-29,278
-36% -$848K 0.01% 1276
2025
Q1 		$2.83M Buy
81,093
+260
+0.3% +$11.5K 0.01% 825
2024
Q4 		$3.71M Buy
80,833
+20,525
+34% +$1.02M 0.02% 702
2024
Q3 		$3.06M Buy
60,308
+49,874
+478% +$3.09M 0.02% 762
2024
Q2 		$720K Sell
10,434
-188
-2% -$13.6K ﹤0.01% 1525
2024
Q1 		$806K Buy
10,622
+3,585
+51% +$240K 0.01% 1377
2023
Q4 		$481K Buy
7,037
+168
+2% +$12K ﹤0.01% 1556
2023
Q3 		$555K Buy
6,869
+21
+0.3% +$1.62K 0.01% 1312
2023
Q2 		$475K Buy
6,848
+47
+0.7% +$3.25K ﹤0.01% 1343
2023
Q1 		$465K Sell
6,801
-231
-3% -$15K 0.01% 1323
2022
Q4 		$407K Buy
+7,032
New +$453K ﹤0.01% 1531

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

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

Kestra Advisory Services sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 33,873 shares — an estimated $918K sold.

Kestra Advisory Services first reported a position in CIVI in Q4 2022 and held it in 13 quarters. The position peaked at $3.71M in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 33,873 Civitas Resources shares in Q1 2026, an estimated $918K.
  • Kestra Advisory Services first reported a position in Civitas Resources in Q4 2022 and held it in 13 quarters.
  • Kestra Advisory Services's Civitas Resources position peaked at $3.71M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.