Kestra Investment Management’s Civitas Resources CIVI Stock Holding History

Kestra Investment Management’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	-15,705	Closed	-$425K	–	456
2025 Q4	$425K	Buy	15,705 +224	+1%	+$6.48K	0.01%	302
2025 Q3	$503K	Sell	15,481 -4,763	-24%	-$152K	0.01%	273
2025 Q2	$584K	Buy	20,244 +16,553	+448%	+$479K	0.01%	352
2025 Q1	$129K	Buy	+3,691	New	+$163K	﹤0.01%	406

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

Kestra Investment Management's CIVI Position: Q1 2026 in Review

Kestra Investment Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 15,705 shares — an estimated $425K sold.

Kestra Investment Management first reported a position in CIVI in Q1 2025 and held it in 4 quarters. The position peaked at $584K in Q2 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Kestra Investment Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 15,705 Civitas Resources shares in Q1 2026, an estimated $425K.
Kestra Investment Management first reported a position in Civitas Resources in Q1 2025 and held it in 4 quarters.
Kestra Investment Management's Civitas Resources position peaked at $584K in Q2 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.