LIS
CIVI

Legacy Investment Solutions’s Civitas Resources CIVI Stock Holding History

Legacy Investment Solutions’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
Q2 		$52.7K Buy
+1,915
New +$55.5K 0.03% 154
2024
Q4 		$58.1K Sell
1,213
-86
-7% -$4.28K 0.04% 115
2024
Q3 		$66.4K Buy
+1,299
New +$80.4K 0.04% 102

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's CIVI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Civitas Resources (CIVI) in Q2 2025: 1,915 shares worth $52.7K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CIVI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CIVI in Q3 2024 and has held it in 3 quarters since. The position peaked at $66.4K in Q3 2024. 374 funds tracked by Wall St. Rank hold CIVI as of Q2 2025.

  • Legacy Investment Solutions held 1,915 shares of Civitas Resources worth $52.7K as of Q2 2025.
  • Civitas Resources was a new Legacy Investment Solutions position in Q2 2025.
  • Civitas Resources made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #154 holding.
  • Legacy Investment Solutions first reported a position in Civitas Resources in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Civitas Resources position peaked at $66.4K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.