Larson Financial Group’s Civitas Resources CIVI Stock Holding History

Larson Financial Group’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	-92	Closed	-$2.49K	–	3663
2025 Q4	$2.49K	Sell	92 -151	-62%	-$4.37K	﹤0.01%	2715
2025 Q3	$7.9K	Buy	243 +205	+539%	+$6.56K	﹤0.01%	2135
2025 Q2	$1.05K	Sell	38 -6	-14%	-$174	﹤0.01%	2637
2025 Q1	$1.53K	Sell	44 -224	-84%	-$9.92K	﹤0.01%	2251
2024 Q4	$12.3K	Buy	+268	New	+$13.4K	﹤0.01%	1412

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

Larson Financial Group's CIVI Position: Q1 2026 in Review

Larson Financial Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 92 shares — an estimated $2.49K sold.

Larson Financial Group first reported a position in CIVI in Q4 2024 and held it in 5 quarters. The position peaked at $12.3K in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Larson Financial Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 92 Civitas Resources shares in Q1 2026, an estimated $2.49K.
Larson Financial Group first reported a position in Civitas Resources in Q4 2024 and held it in 5 quarters.
Larson Financial Group's Civitas Resources position peaked at $12.3K in Q4 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.