RWS
CIVI

Retirement Wealth Solutions’s Civitas Resources CIVI Stock Holding History

Retirement Wealth Solutions’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
2025
Q4 		– Sell
-2
Closed -$56 – 775
2025
Q3 		$56 Hold
2
– – ﹤0.01% 791
2025
Q2 		$47 Hold
2
– – ﹤0.01% 426
2025
Q1 		$59 Hold
2
– – ﹤0.01% 415
2024
Q4 		$86 Buy
+2
New +$100 ﹤0.01% 409

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Retirement Wealth Solutions's CIVI Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 2 shares — an estimated $56 sold.

Retirement Wealth Solutions first reported a position in CIVI in Q4 2024 and held it in 4 quarters. The position peaked at $86 in Q4 2024. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 2 Civitas Resources shares in Q4 2025, an estimated $56.
  • Retirement Wealth Solutions first reported a position in Civitas Resources in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Civitas Resources position peaked at $86 in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.