Kovitz Investment Group Partners
CIVI

Kovitz Investment Group Partners’s Civitas Resources CIVI Stock Holding History

Kovitz Investment Group Partners’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
-107,303
Closed -$3.49M – 602
2025
Q3 		$3.49M Sell
107,303
-1,599
-1% -$51.2K 0.01% 528
2025
Q2 		$3M Buy
108,902
+12,058
+12% +$349K 0.01% 538
2025
Q1 		$3.38M Buy
96,844
+18,889
+24% +$836K 0.02% 476
2024
Q4 		$3.58M Buy
77,955
+20,830
+36% +$1.04M 0.02% 468
2024
Q3 		$2.96M Buy
57,125
+12,699
+29% +$786K 0.02% 428
2024
Q2 		$3.07M Sell
44,426
-5,168
-10% -$374K 0.03% 362
2024
Q1 		$3.76M Buy
49,594
+13,438
+37% +$899K 0.05% 236
2023
Q4 		$2.47M Sell
36,156
-471
-1% -$33.7K 0.04% 222
2023
Q3 		$2.96M Buy
36,627
+337
+0.9% +$26.1K 0.05% 197
2023
Q2 		$2.52M Buy
36,290
+1,688
+5% +$117K 0.04% 227
2023
Q1 		$2.37M Sell
34,602
-91
-0.3% -$5.9K 0.04% 230
2022
Q4 		$2.01M Buy
34,693
+997
+3% +$64.3K 0.04% 230
2022
Q3 		$1.93M Buy
33,696
+3,288
+11% +$194K 0.04% 222
2022
Q2 		$1.59M Buy
+30,408
New +$1.98M 0.04% 236

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kovitz Investment Group Partners's CIVI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 107,303 shares — an estimated $3.49M sold.

Kovitz Investment Group Partners first reported a position in CIVI in Q2 2022 and held it in 14 quarters. The position peaked at $3.76M in Q1 2024. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 107,303 Civitas Resources shares in Q4 2025, an estimated $3.49M.
  • Kovitz Investment Group Partners first reported a position in Civitas Resources in Q2 2022 and held it in 14 quarters.
  • Kovitz Investment Group Partners's Civitas Resources position peaked at $3.76M in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.