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CIVI

NewEdge Advisors’s Civitas Resources CIVI Stock Holding History

NewEdge Advisors’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
-118
Closed -$3.2K – 4189
2025
Q4 		$3.2K Buy
118
+10
+9% +$289 ﹤0.01% 3786
2025
Q3 		$3.51K Hold
108
– – ﹤0.01% 3637
2025
Q2 		$2.97K Hold
108
– – ﹤0.01% 3535
2025
Q1 		$3.77K Hold
108
– – ﹤0.01% 3372
2024
Q4 		$4.95K Hold
108
– – ﹤0.01% 3239
2024
Q3 		$5.47K Hold
108
– – ﹤0.01% 3144
2024
Q2 		$7.45K Sell
108
-292
-73% -$21.1K ﹤0.01% 2964
2024
Q1 		$30.4K Sell
400
-9,280
-96% -$621K ﹤0.01% 2474
2023
Q4 		$662K Sell
9,680
-12,977
-57% -$929K 0.01% 1145
2023
Q3 		$1.83M Buy
22,657
+12,355
+120% +$956K 0.02% 628
2023
Q2 		$715K Buy
10,302
+3,503
+52% +$242K 0.01% 1021
2023
Q1 		$465K Buy
6,799
+5,994
+745% +$389K 0.01% 1143
2022
Q4 		$47 Buy
+805
New +$51.9K ﹤0.01% 3481

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

NewEdge Advisors's CIVI Position: Q1 2026 in Review

NewEdge Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 118 shares — an estimated $3.2K sold.

NewEdge Advisors first reported a position in CIVI in Q4 2022 and held it in 13 quarters. The position peaked at $1.83M in Q3 2023. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • NewEdge Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 118 Civitas Resources shares in Q1 2026, an estimated $3.2K.
  • NewEdge Advisors first reported a position in Civitas Resources in Q4 2022 and held it in 13 quarters.
  • NewEdge Advisors's Civitas Resources position peaked at $1.83M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.