Private Wealth Asset Management’s Civitas Resources CIVI Stock Holding History

Private Wealth Asset Management’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	-120	Closed	-$3.25K	–	965
2025 Q4	$3.25K	Hold	120	–	–	﹤0.01%	799
2025 Q3	$3.9K	Hold	120	–	–	﹤0.01%	769
2025 Q2	$3.3K	Hold	120	–	–	﹤0.01%	796
2025 Q1	$4.19K	Buy	+120	New	+$5.31K	﹤0.01%	751

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

Private Wealth Asset Management's CIVI Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 120 shares — an estimated $3.25K sold.

Private Wealth Asset Management first reported a position in CIVI in Q1 2025 and held it in 4 quarters. The position peaked at $4.19K in Q1 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Private Wealth Asset Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 120 Civitas Resources shares in Q1 2026, an estimated $3.25K.
Private Wealth Asset Management first reported a position in Civitas Resources in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's Civitas Resources position peaked at $4.19K in Q1 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.