MWM
CIVI

Moran Wealth Management’s Civitas Resources CIVI Stock Holding History

Moran Wealth 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
2024
Q4 		– Sell
-70,827
Closed -$3.59M – 422
2024
Q3 		$3.59M Buy
70,827
+1,918
+3% +$119K 0.11% 210
2024
Q2 		$4.75M Sell
68,909
-73
-0.1% -$5.28K 0.16% 175
2024
Q1 		$5.24M Buy
68,982
+1,307
+2% +$87.4K 0.17% 170
2023
Q4 		$4.63M Buy
67,675
+666
+1% +$47.7K 0.16% 176
2023
Q3 		$5.42M Buy
67,009
+3,095
+5% +$239K 0.21% 146
2023
Q2 		$4.43M Sell
63,914
-12,225
-16% -$846K 0.17% 169
2023
Q1 		$5.2M Buy
76,139
+8,671
+13% +$562K 0.2% 153
2022
Q4 		$3.91M Buy
+67,468
New +$4.35M 0.15% 175

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Moran Wealth Management's CIVI Position: Q4 2024 in Review

Moran Wealth Management sold out of Civitas Resources (CIVI) in Q4 2024, closing a stake of 70,827 shares — an estimated $3.59M sold.

Moran Wealth Management first reported a position in CIVI in Q4 2022 and held it in 8 quarters. The position peaked at $5.42M in Q3 2023. 379 funds tracked by Wall St. Rank hold CIVI as of Q4 2024.

  • Moran Wealth Management reported no remaining Civitas Resources position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 70,827 Civitas Resources shares in Q4 2024, an estimated $3.59M.
  • Moran Wealth Management first reported a position in Civitas Resources in Q4 2022 and held it in 8 quarters.
  • Moran Wealth Management's Civitas Resources position peaked at $5.42M in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.