MAI Capital Management’s Civitas Resources CIVI Stock Holding History

MAI Capital Management’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	-1,171	Closed	-$31.7K	–	5043
2025 Q4	$31.7K	Buy	1,171 +1,007	+614%	+$29.1K	﹤0.01%	2266
2025 Q3	$5.33K	Sell	164 -122	-43%	-$3.9K	﹤0.01%	2997
2025 Q2	$7.87K	Buy	286 +246	+615%	+$7.12K	﹤0.01%	2854
2025 Q1	$1.4K	Buy	40 +17	+74%	+$753	﹤0.01%	3047
2024 Q4	$1.06K	Buy	+23	New	+$1.15K	﹤0.01%	3180

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

MAI Capital Management's CIVI Position: Q1 2026 in Review

MAI Capital Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1,171 shares — an estimated $31.7K sold.

MAI Capital Management first reported a position in CIVI in Q4 2024 and held it in 5 quarters. The position peaked at $31.7K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

MAI Capital Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
MAI Capital Management sold 1,171 Civitas Resources shares in Q1 2026, an estimated $31.7K.
MAI Capital Management first reported a position in Civitas Resources in Q4 2024 and held it in 5 quarters.
MAI Capital Management's Civitas Resources position peaked at $31.7K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.