LPL Financial’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-41,233
| Closed | -$1.12M | – | 6015 |
|
|
2025
Q4 | $1.12M | Sell |
41,233
-7,714
| -16% | -$223K | ﹤0.01% | 3955 |
|
|
2025
Q3 | $1.59M | Sell |
48,947
-2,644
| -5% | -$84.6K | ﹤0.01% | 3536 |
|
|
2025
Q2 | $1.42M | Buy |
51,591
+9,276
| +22% | +$269K | ﹤0.01% | 3432 |
|
|
2025
Q1 | $1.48M | Buy |
42,315
+7,606
| +22% | +$337K | ﹤0.01% | 3222 |
|
|
2024
Q4 | $1.59M | Sell |
34,709
-3,172
| -8% | -$158K | ﹤0.01% | 3078 |
|
|
2024
Q3 | $1.92M | Sell |
37,881
-16,440
| -30% | -$1.02M | ﹤0.01% | 2767 |
|
|
2024
Q2 | $3.75M | Buy |
54,321
+8,918
| +20% | +$645K | ﹤0.01% | 2084 |
|
|
2024
Q1 | $3.45M | Buy |
45,403
+3,789
| +9% | +$253K | ﹤0.01% | 2075 |
|
|
2023
Q4 | $2.85M | Buy |
41,614
+12,539
| +43% | +$898K | ﹤0.01% | 2117 |
|
|
2023
Q3 | $2.35M | Buy |
29,075
+5,531
| +23% | +$428K | ﹤0.01% | 2170 |
|
|
2023
Q2 | $1.63M | Buy |
23,544
+15,003
| +176% | +$1.04M | ﹤0.01% | 2427 |
|
|
2023
Q1 | $584K | Sell |
8,541
-76
| -0.9% | -$4.93K | ﹤0.01% | 3195 |
|
|
2022
Q4 | $499K | Buy |
8,617
+820
| +11% | +$52.9K | ﹤0.01% | 3248 |
|
|
2022
Q3 | $447K | Buy |
7,797
+546
| +8% | +$32.1K | ﹤0.01% | 3254 |
|
|
2022
Q2 | $379K | Buy |
+7,251
| New | +$473K | ﹤0.01% | 3439 |
|
Other funds holding CIVI
LPL Financial's CIVI Position: Q1 2026 in Review
LPL Financial sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 41,233 shares — an estimated $1.12M sold.
LPL Financial first reported a position in CIVI in Q2 2022 and held it in 15 quarters. The position peaked at $3.75M in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.
- LPL Financial reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
- LPL Financial sold 41,233 Civitas Resources shares in Q1 2026, an estimated $1.12M.
- LPL Financial first reported a position in Civitas Resources in Q2 2022 and held it in 15 quarters.
- LPL Financial's Civitas Resources position peaked at $3.75M in Q2 2024.
- 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.