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

Private 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	-41	Closed	-$1.11K	–	1457
2025 Q4	$1.11K	Sell	41 -56	-58%	-$1.62K	﹤0.01%	1243
2025 Q3	$3.15K	Buy	97 +56	+137%	+$1.79K	﹤0.01%	960
2025 Q2	$1.13K	Sell	41 -60	-59%	-$1.74K	﹤0.01%	1243
2025 Q1	$3.52K	Buy	101 +84	+494%	+$3.72K	﹤0.01%	863
2024 Q4	$780	Sell	17 -27	-61%	-$1.34K	﹤0.01%	1353
2024 Q3	$2.23K	Sell	44 -26	-37%	-$1.61K	﹤0.01%	1017
2024 Q2	$4.83K	Buy	70 +32	+84%	+$2.31K	﹤0.01%	717
2024 Q1	$2.88K	Buy	38 +2	+6%	+$134	﹤0.01%	825
2023 Q4	$2.46K	Buy	+36	New	+$2.58K	﹤0.01%	890

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 Management Group's CIVI Position: Q1 2026 in Review

Private Wealth Management Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 41 shares — an estimated $1.11K sold.

Private Wealth Management Group first reported a position in CIVI in Q4 2023 and held it in 9 quarters. The position peaked at $4.83K in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Private Wealth Management Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 41 Civitas Resources shares in Q1 2026, an estimated $1.11K.
Private Wealth Management Group first reported a position in Civitas Resources in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Civitas Resources position peaked at $4.83K in Q2 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.