Physician Wealth Advisors’s Civitas Resources CIVI Stock Holding History

Physician Wealth 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	-98	Closed	-$2.65K	–	2092
2025 Q4	$2.65K	Sell	98 -89	-48%	-$2.58K	﹤0.01%	1176
2025 Q3	$6.08K	Buy	187 +89	+91%	+$2.85K	﹤0.01%	877
2025 Q2	$2.7K	Sell	98 -66	-40%	-$1.91K	﹤0.01%	948
2025 Q1	$5.72K	Buy	+164	New	+$7.26K	﹤0.01%	715

Other funds holding CIVI

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

Physician Wealth Advisors's CIVI Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 98 shares — an estimated $2.65K sold.

Physician Wealth Advisors first reported a position in CIVI in Q1 2025 and held it in 4 quarters. The position peaked at $6.08K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Physician Wealth Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 98 Civitas Resources shares in Q1 2026, an estimated $2.65K.
Physician Wealth Advisors first reported a position in Civitas Resources in Q1 2025 and held it in 4 quarters.
Physician Wealth Advisors's Civitas Resources position peaked at $6.08K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.