RA
CIVI

Rise Advisors’s Civitas Resources CIVI Stock Holding History

Rise 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
2025
Q4 		– Sell
-426
Closed -$13.8K – 351
2025
Q3 		$13.8K Buy
426
+23
+6% +$736 0.01% 806
2025
Q2 		$11.1K Sell
403
-18
-4% -$521 ﹤0.01% 934
2025
Q1 		$14.7K Sell
421
-20
-5% -$886 0.01% 702
2024
Q4 		$20.2K Buy
441
+5
+1% +$249 0.01% 644
2024
Q3 		$22.1K Buy
436
+12
+3% +$743 0.01% 626
2024
Q2 		$29.3K Buy
424
+9
+2% +$651 0.02% 393
2024
Q1 		$31.5K Buy
+415
New +$27.8K 0.02% 364
2023
Q2 		– Sell
-23
Closed -$1.54K – 701
2023
Q1 		$1.54K Buy
23
+1
+5% +$65 ﹤0.01% 600
2022
Q4 		$1.27K Buy
22
+1
+5% +$64 ﹤0.01% 628
2022
Q3 		$1K Buy
21
+1
+5% +$59 ﹤0.01% 607
2022
Q2 		$1K Buy
+20
New +$1.3K ﹤0.01% 616

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

Rise Advisors's CIVI Position: Q4 2025 in Review

Rise Advisors sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 426 shares — an estimated $13.8K sold.

Rise Advisors first reported a position in CIVI in Q2 2022 and held it in 11 quarters. The position peaked at $31.5K in Q1 2024. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Rise Advisors reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 426 Civitas Resources shares in Q4 2025, an estimated $13.8K.
  • Rise Advisors first reported a position in Civitas Resources in Q2 2022 and held it in 11 quarters.
  • Rise Advisors's Civitas Resources position peaked at $31.5K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.