PWMG
CIVI

Prestige Wealth Management Group’s Civitas Resources CIVI Stock Holding History

Prestige Wealth Management Group’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
-130
Closed -$3.52K – 1130
2025
Q4 		$3.52K Buy
130
+60
+86% +$1.74K ﹤0.01% 652
2025
Q3 		$2.27K Sell
70
-51
-42% -$1.63K ﹤0.01% 719
2025
Q2 		$3.33K Buy
+121
New +$3.5K ﹤0.01% 641
2025
Q1 		– Sell
-38
Closed -$1.74K – 1019
2024
Q4 		$1.74K Buy
38
+12
+46% +$598 ﹤0.01% 805
2024
Q3 		$1.32K Sell
26
-1
-4% -$62 ﹤0.01% 842
2024
Q2 		$1.86K Hold
27
– – ﹤0.01% 733
2024
Q1 		$2.05K Hold
27
– – ﹤0.01% 739
2023
Q4 		$1.85K Hold
27
– – ﹤0.01% 763
2023
Q3 		$2.18K Hold
27
– – ﹤0.01% 718
2023
Q2 		$1.87K Buy
27
+6
+29% +$415 ﹤0.01% 776
2023
Q1 		$1.44K Hold
21
– – ﹤0.01% 818
2022
Q4 		$1.22K Hold
21
– – ﹤0.01% 941
2022
Q3 		$1K Buy
+21
New +$1.24K ﹤0.01% 816

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

Prestige Wealth Management Group's CIVI Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 130 shares — an estimated $3.52K sold.

Prestige Wealth Management Group first reported a position in CIVI in Q3 2022 and held it in 13 quarters. The position peaked at $3.52K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 130 Civitas Resources shares in Q1 2026, an estimated $3.52K.
  • Prestige Wealth Management Group first reported a position in Civitas Resources in Q3 2022 and held it in 13 quarters.
  • Prestige Wealth Management Group's Civitas Resources position peaked at $3.52K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.