LI
CIVI

LRI Investments’s Civitas Resources CIVI Stock Holding History

LRI Investments’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
-234
Closed -$6.34K – 1431
2025
Q4 		$6.34K Hold
234
– – ﹤0.01% 984
2025
Q3 		$7.61K Hold
234
– – ﹤0.01% 933
2025
Q2 		$6.44K Hold
234
– – ﹤0.01% 946
2025
Q1 		$8.16K Hold
234
– – ﹤0.01% 830
2024
Q4 		$10.7K Hold
234
– – ﹤0.01% 776
2024
Q3 		$12.1K Hold
234
– – ﹤0.01% 749
2024
Q2 		$16.1K Hold
234
– – ﹤0.01% 648
2024
Q1 		$17.8K Buy
+234
New +$15.7K ﹤0.01% 397

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

LRI Investments's CIVI Position: Q1 2026 in Review

LRI Investments sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 234 shares — an estimated $6.34K sold.

LRI Investments first reported a position in CIVI in Q1 2024 and held it in 8 quarters. The position peaked at $17.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • LRI Investments reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 234 Civitas Resources shares in Q1 2026, an estimated $6.34K.
  • LRI Investments first reported a position in Civitas Resources in Q1 2024 and held it in 8 quarters.
  • LRI Investments's Civitas Resources position peaked at $17.8K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.