PCS
CIVI

Personal CFO Solutions’s Civitas Resources CIVI Stock Holding History

Personal CFO Solutions’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
-4,438
Closed -$225K – 479
2024
Q3 		$225K Sell
4,438
-26
-0.6% -$1.61K 0.03% 505
2024
Q2 		$308K Sell
4,464
-203
-4% -$14.7K 0.05% 371
2024
Q1 		$354K Buy
4,667
+1
+0% +$67 0.06% 353
2023
Q4 		$319K Buy
4,666
+99
+2% +$7.09K 0.06% 362
2023
Q3 		$369K Buy
4,567
+48
+1% +$3.71K 0.07% 271
2023
Q2 		$313K Buy
4,519
+196
+5% +$13.6K 0.06% 321
2023
Q1 		$295K Sell
4,323
-30
-0.7% -$1.95K 0.06% 314
2022
Q4 		$252K Sell
4,353
-251
-5% -$16.2K 0.05% 349
2022
Q3 		$264K Sell
4,604
-7
-0.2% -$412 0.07% 280
2022
Q2 		$241K Sell
4,611
-9
-0.2% -$587 0.06% 325
2022
Q1 		$276K Buy
4,620
+194
+4% +$10.5K 0.05% 360
2021
Q4 		$217K Buy
+4,426
New +$235K 0.04% 419

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

Personal CFO Solutions's CIVI Position: Q4 2024 in Review

Personal CFO Solutions sold out of Civitas Resources (CIVI) in Q4 2024, closing a stake of 4,438 shares — an estimated $225K sold.

Personal CFO Solutions first reported a position in CIVI in Q4 2021 and held it in 12 quarters. The position peaked at $369K in Q3 2023. 379 funds tracked by Wall St. Rank hold CIVI as of Q4 2024.

  • Personal CFO Solutions reported no remaining Civitas Resources position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,438 Civitas Resources shares in Q4 2024, an estimated $225K.
  • Personal CFO Solutions first reported a position in Civitas Resources in Q4 2021 and held it in 12 quarters.
  • Personal CFO Solutions's Civitas Resources position peaked at $369K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.