Morgan Stanley
CIVI

Morgan Stanley’s Civitas Resources CIVI Stock Holding History

Morgan Stanley’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
-1,054,859
Closed -$28.6M – 8331
2025
Q4 		$28.6M Sell
1,054,859
-509,097
-33% -$14.7M ﹤0.01% 2610
2025
Q3 		$50.8M Buy
1,563,956
+379,632
+32% +$12.1M ﹤0.01% 1995
2025
Q2 		$32.6M Buy
1,184,324
+35,620
+3% +$1.03M ﹤0.01% 2321
2025
Q1 		$40.1M Buy
1,148,704
+406,668
+55% +$18M ﹤0.01% 2013
2024
Q4 		$34M Buy
742,036
+75,109
+11% +$3.74M ﹤0.01% 2212
2024
Q3 		$33.8M Sell
666,927
-701,219
-51% -$43.4M ﹤0.01% 2249
2024
Q2 		$94.4M Buy
1,368,146
+759,373
+125% +$54.9M 0.01% 1223
2024
Q1 		$46.2M Sell
608,773
-702,511
-54% -$47M ﹤0.01% 1831
2023
Q4 		$89.7M Buy
1,311,284
+807,385
+160% +$57.8M ﹤0.01% 1836
2023
Q3 		$40.8M Sell
503,899
-110,436
-18% -$8.54M ﹤0.01% 1772
2023
Q2 		$42.6M Buy
614,335
+99,984
+19% +$6.92M ﹤0.01% 1715
2023
Q1 		$35.2M Buy
514,351
+65,483
+15% +$4.25M ﹤0.01% 1871
2022
Q4 		$26M Buy
448,868
+653
+0.1% +$42.1K ﹤0.01% 2081
2022
Q3 		$25.7M Sell
448,215
-27,670
-6% -$1.63M ﹤0.01% 1924
2022
Q2 		$24.9M Buy
475,885
+173,216
+57% +$11.3M ﹤0.01% 2040
2022
Q1 		$18.1M Sell
302,669
-9,918
-3% -$539K ﹤0.01% 2227
2021
Q4 		$15.3M Buy
312,587
+150,465
+93% +$8M ﹤0.01% 2464
2021
Q3 		$7.77M Buy
162,122
+11,825
+8% +$484K ﹤0.01% 3200
2021
Q2 		$7.07M Buy
150,297
+16,025
+12% +$650K ﹤0.01% 3404
2021
Q1 		$4.8M Sell
134,272
-19,804
-13% -$558K ﹤0.01% 3456
2020
Q4 		$2.98M Buy
154,076
+42,420
+38% +$891K ﹤0.01% 3802
2020
Q3 		$2.1M Sell
111,656
-138,311
-55% -$2.59M ﹤0.01% 3616
2020
Q2 		$3.7M Sell
249,967
-195,110
-44% -$3.18M ﹤0.01% 2981
2020
Q1 		$5.01M Sell
445,077
-71,413
-14% -$1.2M ﹤0.01% 2461
2019
Q4 		$12.1M Sell
516,490
-214,666
-29% -$4.25M ﹤0.01% 2210
2019
Q3 		$16.4M Buy
731,156
+76,275
+12% +$1.7M ﹤0.01% 1657
2019
Q2 		$13.7M Buy
654,881
+10,299
+2% +$225K ﹤0.01% 1829
2019
Q1 		$14.6M Sell
644,582
-112,080
-15% -$2.58M ﹤0.01% 1695
2018
Q4 		$15.6M Buy
756,662
+166,993
+28% +$4.39M ﹤0.01% 1685
2018
Q3 		$17.6M Sell
589,669
-124,530
-17% -$4.15M ﹤0.01% 1818
2018
Q2 		$27M Buy
714,199
+665,254
+1,359% +$21.4M 0.01% 1362
2018
Q1 		$1.36M Sell
48,945
-76,541
-61% -$2.11M ﹤0.01% 4326
2017
Q4 		$3.46M Buy
125,486
+83,182
+197% +$2.61M ﹤0.01% 3499
2017
Q3 		$1.4M Buy
42,304
+20,061
+90% +$571K ﹤0.01% 4193
2017
Q2 		$706K Buy
22,243
+19,513
+715% +$1.07M ﹤0.01% 4607
2017
Q1 		$354K Buy
2,730
+1,106
+68% +$222K ﹤0.01% 5037
2016
Q4 		$185K Sell
1,624
-530
-25% -$68.1K ﹤0.01% 5382
2016
Q3 		$245K Buy
2,154
+1,927
+849% +$237K ﹤0.01% 4924
2016
Q2 		$51K Buy
227
+23
+11% +$6.88K ﹤0.01% 5521
2016
Q1 		$37K Sell
204
-180
-47% -$47.7K ﹤0.01% 5721
2015
Q4 		$226K Sell
384
-38
-9% -$28.5K ﹤0.01% 5024
2015
Q3 		$191K Buy
422
+144
+52% +$134K ﹤0.01% 5114
2015
Q2 		$567K Buy
278
+64
+30% +$166K ﹤0.01% 4629
2015
Q1 		$590K Sell
214
-65
-23% -$186K ﹤0.01% 4548
2014
Q4 		$747K Buy
279
+63
+29% +$244K ﹤0.01% 4366
2014
Q3 		$1.37M Sell
216
-1,104
-84% -$7.17M ﹤0.01% 3762
2014
Q2 		$8.42M Buy
1,320
+147
+13% +$832K ﹤0.01% 2193
2014
Q1 		$5.81M Sell
1,173
-212
-15% -$1.06M ﹤0.01% 2449
2013
Q4 		$6.72M Buy
1,385
+678
+96% +$3.64M ﹤0.01% 2298
2013
Q3 		$3.81M Buy
707
+72
+11% +$332K ﹤0.01% 2691
2013
Q2 		$2.51M Buy
+635
New +$2.58M ﹤0.01% 2970

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

Morgan Stanley's CIVI Position: Q1 2026 in Review

Morgan Stanley sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1,054,859 shares — an estimated $28.6M sold.

Morgan Stanley first reported a position in CIVI in Q2 2013 and held it in 51 quarters. The position peaked at $94.4M in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Morgan Stanley reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1,054,859 Civitas Resources shares in Q1 2026, an estimated $28.6M.
  • Morgan Stanley first reported a position in Civitas Resources in Q2 2013 and held it in 51 quarters.
  • Morgan Stanley's Civitas Resources position peaked at $94.4M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.