PMA
CIVI

Prudent Man Advisors’s Civitas Resources CIVI Stock Holding History

Prudent Man Advisors’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
2023
Q4 		– Sell
-3,106
Closed -$251K – 191
2023
Q3 		$251K Sell
3,106
-91
-3% -$7.04K 0.1% 150
2023
Q2 		$222K Hold
3,197
– – 0.08% 175
2023
Q1 		$218K Sell
3,197
-602
-16% -$39K 0.09% 172
2022
Q4 		$220K Buy
+3,799
New +$245K 0.09% 176

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Prudent Man Advisors's CIVI Position: Q4 2023 in Review

Prudent Man Advisors sold out of Civitas Resources (CIVI) in Q4 2023, closing a stake of 3,106 shares — an estimated $251K sold.

Prudent Man Advisors first reported a position in CIVI in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q3 2023. 351 funds tracked by Wall St. Rank hold CIVI as of Q4 2023.

  • Prudent Man Advisors reported no remaining Civitas Resources position as of Q4 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 3,106 Civitas Resources shares in Q4 2023, an estimated $251K.
  • Prudent Man Advisors first reported a position in Civitas Resources in Q4 2022 and held it in 4 quarters.
  • Prudent Man Advisors's Civitas Resources position peaked at $251K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.