Root Financial Partners’s Civitas Resources CIVI Stock Holding History

Root Financial Partners’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	-57	Closed	-$1.54K	–	3487
2025 Q4	$1.54K	Hold	57	–	–	﹤0.01%	2034
2025 Q3	$1.85K	Buy	+57	New	+$1.82K	﹤0.01%	1968

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

Root Financial Partners's CIVI Position: Q1 2026 in Review

Root Financial Partners sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 57 shares — an estimated $1.54K sold.

Root Financial Partners first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $1.85K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Root Financial Partners reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 57 Civitas Resources shares in Q1 2026, an estimated $1.54K.
Root Financial Partners first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Civitas Resources position peaked at $1.85K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.