MSWM
CIVI

Mowery & Schoenfeld Wealth Management’s Civitas Resources CIVI Stock Holding History

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-356
Closed -$11.6K – 479
2025
Q3 		$11.6K Buy
+356
New +$11.4K 0.02% 211

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CIVI Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 356 shares — an estimated $11.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CIVI in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 356 Civitas Resources shares in Q4 2025, an estimated $11.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Civitas Resources in Q3 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Civitas Resources position peaked at $11.6K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.