MPWT
CIVI

MassMutual Private Wealth & Trust’s Civitas Resources CIVI Stock Holding History

MassMutual Private Wealth & Trust’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
-1,453
Closed -$39.4K – 2411
2025
Q4 		$39.4K Buy
1,453
+11
+0.8% +$318 ﹤0.01% 867
2025
Q3 		$46.9K Sell
1,442
-9
-0.6% -$288 ﹤0.01% 826
2025
Q2 		$39.9K Buy
1,451
+1,044
+257% +$30.2K ﹤0.01% 855
2025
Q1 		$14.2K Buy
407
+75
+23% +$3.32K ﹤0.01% 1162
2024
Q4 		$15.2K Buy
332
+171
+106% +$8.52K ﹤0.01% 1113
2024
Q3 		$8.16K Buy
161
+39
+32% +$2.42K ﹤0.01% 1189
2024
Q2 		$8.42K Sell
122
-1
-0.8% -$72 ﹤0.01% 1148
2024
Q1 		$9.34K Sell
123
-5
-4% -$335 ﹤0.01% 1061
2023
Q4 		$8.75K Buy
128
+2
+2% +$143 ﹤0.01% 1066
2023
Q3 		$10.2K Buy
126
+5
+4% +$387 ﹤0.01% 998
2023
Q2 		$8.39K Hold
121
– – ﹤0.01% 1017
2023
Q1 		$8.27K Buy
121
+60
+98% +$3.89K ﹤0.01% 1002
2022
Q4 		$4K Buy
61
+8
+15% +$516 ﹤0.01% 1047
2022
Q3 		$3K Buy
+53
New +$3.12K ﹤0.01% 1069
2021
Q3 		– Sell
-73
Closed -$3K – 1275
2021
Q2 		$3K Buy
+73
New +$2.96K ﹤0.01% 925

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

MassMutual Private Wealth & Trust's CIVI Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1,453 shares — an estimated $39.4K sold.

MassMutual Private Wealth & Trust first reported a position in CIVI in Q2 2021 and held it in 15 quarters. The position peaked at $46.9K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,453 Civitas Resources shares in Q1 2026, an estimated $39.4K.
  • MassMutual Private Wealth & Trust first reported a position in Civitas Resources in Q2 2021 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's Civitas Resources position peaked at $46.9K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.