Raymond James Financial’s Civitas Resources CIVI Stock Holding History

Raymond James Financial’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	-21,784	Closed	-$590K	–	5325
2025 Q4	$590K	Sell	21,784 -111	-0.5%	-$3.21K	﹤0.01%	4150
2025 Q3	$712K	Buy	21,895 +3,171	+17%	+$101K	﹤0.01%	3897
2025 Q2	$515K	Buy	18,724 +3,706	+25%	+$107K	﹤0.01%	3993
2025 Q1	$524K	Sell	15,018 -18,624	-55%	-$825K	﹤0.01%	3915
2024 Q4	$1.54M	Buy	+33,642	New	+$1.68M	﹤0.01%	3155

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

Raymond James Financial's CIVI Position: Q1 2026 in Review

Raymond James Financial sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 21,784 shares — an estimated $590K sold.

Raymond James Financial first reported a position in CIVI in Q4 2024 and held it in 5 quarters. The position peaked at $1.54M in Q4 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Raymond James Financial reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 21,784 Civitas Resources shares in Q1 2026, an estimated $590K.
Raymond James Financial first reported a position in Civitas Resources in Q4 2024 and held it in 5 quarters.
Raymond James Financial's Civitas Resources position peaked at $1.54M in Q4 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.