MFG
CIVI

Merit Financial Group’s Civitas Resources CIVI Stock Holding History

Merit Financial Group’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
-8,779
Closed -$238K – 2128
2025
Q4 		$238K Buy
+8,779
New +$254K ﹤0.01% 1711

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

Merit Financial Group's CIVI Position: Q1 2026 in Review

Merit Financial Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 8,779 shares — an estimated $238K sold.

Merit Financial Group first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Merit Financial Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 8,779 Civitas Resources shares in Q1 2026, an estimated $238K.
  • Merit Financial Group first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
  • Merit Financial Group's Civitas Resources position peaked at $238K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.