Pinnacle Wealth Planning Services’s Civitas Resources CIVI Stock Holding History

Pinnacle Wealth Planning Services’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	-791	Closed	-$21.4K	–	2760
2025 Q4	$21.4K	Buy	+791	New	+$22.9K	﹤0.01%	1682

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

Pinnacle Wealth Planning Services's CIVI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 791 shares — an estimated $21.4K sold.

Pinnacle Wealth Planning Services first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $21.4K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 791 Civitas Resources shares in Q1 2026, an estimated $21.4K.
Pinnacle Wealth Planning Services first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Civitas Resources position peaked at $21.4K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.