LCGC
CIVI

Legacy Capital Group California’s Civitas Resources CIVI Stock Holding History

Legacy Capital Group California’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
-19,658
Closed -$533K – 294
2025
Q4 		$533K Buy
19,658
+4,747
+32% +$137K 0.13% 201
2025
Q3 		$485K Sell
14,911
-1
-0% -$32 0.12% 211
2025
Q2 		$410K Sell
14,912
-355
-2% -$10.3K 0.11% 211
2025
Q1 		$533K Buy
15,267
+3,747
+33% +$166K 0.19% 158
2024
Q4 		$528K Buy
11,520
+2,678
+30% +$133K 0.16% 169
2024
Q3 		$448K Buy
8,842
+1,224
+16% +$75.8K 0.15% 182
2024
Q2 		$526K Buy
7,618
+77
+1% +$5.57K 0.19% 163
2024
Q1 		$572K Sell
7,541
-292
-4% -$19.5K 0.21% 154
2023
Q4 		$536K Sell
7,833
-20
-0.3% -$1.43K 0.21% 148
2023
Q3 		$635K Buy
7,853
+75
+1% +$5.8K 0.27% 109
2023
Q2 		$540K Buy
7,778
+210
+3% +$14.5K 0.22% 139
2023
Q1 		$517K Buy
+7,568
New +$491K 0.25% 121

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

Legacy Capital Group California's CIVI Position: Q1 2026 in Review

Legacy Capital Group California sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 19,658 shares — an estimated $533K sold.

Legacy Capital Group California first reported a position in CIVI in Q1 2023 and held it in 12 quarters. The position peaked at $635K in Q3 2023. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Legacy Capital Group California reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 19,658 Civitas Resources shares in Q1 2026, an estimated $533K.
  • Legacy Capital Group California first reported a position in Civitas Resources in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Civitas Resources position peaked at $635K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.