Sagewood Asset Management’s Civitas Resources CIVI Stock Holding History

Sagewood Asset Management’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	-23,338	Closed	-$632K	–	352
2025 Q4	$632K	Buy	+23,338	New	+$675K	0.22%	82

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

Sagewood Asset Management's CIVI Position: Q1 2026 in Review

Sagewood Asset Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 23,338 shares — an estimated $632K sold.

Sagewood Asset Management first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $632K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Sagewood Asset Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Sagewood Asset Management sold 23,338 Civitas Resources shares in Q1 2026, an estimated $632K.
Sagewood Asset Management first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
Sagewood Asset Management's Civitas Resources position peaked at $632K in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.