RIL
CIVI

Rothschild Investment LLC’s Civitas Resources CIVI Stock Holding History

Rothschild Investment LLC’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
-504
Closed -$13.7K – 3621
2025
Q4 		$13.7K Sell
504
-808
-62% -$23.4K ﹤0.01% 1464
2025
Q3 		$42.6K Buy
1,312
+1,297
+8,647% +$41.5K ﹤0.01% 1035
2025
Q2 		$413 Buy
+15
New +$434 ﹤0.01% 2800
2024
Q4 		– Sell
-2
Closed -$101 – 2976
2024
Q3 		$101 Sell
2
-18
-90% -$1.11K ﹤0.01% 2848
2024
Q2 		$1.38K Buy
20
+10
+100% +$723 ﹤0.01% 1514
2024
Q1 		$759 Buy
+10
New +$669 ﹤0.01% 1289

Other funds holding CIVI

IA
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

Rothschild Investment LLC's CIVI Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 504 shares — an estimated $13.7K sold.

Rothschild Investment LLC first reported a position in CIVI in Q1 2024 and held it in 6 quarters. The position peaked at $42.6K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 504 Civitas Resources shares in Q1 2026, an estimated $13.7K.
  • Rothschild Investment LLC first reported a position in Civitas Resources in Q1 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's Civitas Resources position peaked at $42.6K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.