Quaker Wealth Management’s Civitas Resources CIVI Stock Holding History

Quaker Wealth 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	-5	Closed	-$136	–	984
2025 Q4	$136	Sell	5 -3	-38%	-$87	﹤0.01%	908
2025 Q3	$260	Hold	8	–	–	﹤0.01%	754
2025 Q2	$221	Buy	+8	New	+$232	﹤0.01%	793

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

Quaker Wealth Management's CIVI Position: Q1 2026 in Review

Quaker Wealth Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 5 shares — an estimated $136 sold.

Quaker Wealth Management first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $260 in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Quaker Wealth Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Quaker Wealth Management sold 5 Civitas Resources shares in Q1 2026, an estimated $136.
Quaker Wealth Management first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
Quaker Wealth Management's Civitas Resources position peaked at $260 in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.