Klein Pavlis & Peasley Financial’s Civitas Resources CIVI Stock Holding History

Klein Pavlis & Peasley Financial’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
2025 Q4	–	Sell	-8,009	Closed	-$260K	–	93
2025 Q3	$260K	Sell	8,009 -73,353	-90%	-$2.35M	0.16%	86
2025 Q2	$2.24M	Buy	81,362 +18,948	+30%	+$549K	1.49%	25
2025 Q1	$2.14M	Buy	62,414 +41,529	+199%	+$1.84M	1.54%	23
2024 Q4	$958K	Sell	20,885 -20,278	-49%	-$1.01M	0.77%	50
2024 Q3	$2.09M	Buy	41,163 +4,014	+11%	+$249K	1.67%	20
2024 Q2	$2.56M	Buy	37,149 +1,683	+5%	+$122K	2.28%	14
2024 Q1	$2.69M	Buy	35,466 +6,272	+21%	+$420K	2.43%	11
2023 Q4	$2M	Buy	+29,194	New	+$2.09M	1.86%	14

Other funds holding CIVI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Klein Pavlis & Peasley Financial's CIVI Position: Q4 2025 in Review

Klein Pavlis & Peasley Financial sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 8,009 shares — an estimated $260K sold.

Klein Pavlis & Peasley Financial first reported a position in CIVI in Q4 2023 and held it in 8 quarters. The position peaked at $2.69M in Q1 2024. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

Klein Pavlis & Peasley Financial reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 8,009 Civitas Resources shares in Q4 2025, an estimated $260K.
Klein Pavlis & Peasley Financial first reported a position in Civitas Resources in Q4 2023 and held it in 8 quarters.
Klein Pavlis & Peasley Financial's Civitas Resources position peaked at $2.69M in Q1 2024.
346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2025, filed 14 Jan 2026.