PWA
CIVI

Principia Wealth Advisory’s Civitas Resources CIVI Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$81 Sell
3
-2
-40% -$58 ﹤0.01% 983
2025
Q3 		$163 Buy
5
+4
+400% +$128 ﹤0.01% 900
2025
Q2 		$28 Buy
+1
New +$29 ﹤0.01% 940

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principia Wealth Advisory's CIVI Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Civitas Resources (CIVI) stake by 40% in Q4 2025, selling an estimated $58 and leaving 3 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Principia Wealth Advisory first reported a position in CIVI in Q2 2025 and has held it in 3 quarters since. The position peaked at $163 in Q3 2025. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Principia Wealth Advisory held 3 shares of Civitas Resources worth $81 as of Q4 2025.
  • Principia Wealth Advisory sold 2 Civitas Resources shares in Q4 2025, an estimated $58.
  • Civitas Resources made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #983 holding.
  • Principia Wealth Advisory first reported a position in Civitas Resources in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Civitas Resources position peaked at $163 in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.