SIC
CIVI

Samalin Investment Counsel’s Civitas Resources CIVI Stock Holding History

Samalin Investment Counsel’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
-8,488
Closed -$276K – 319
2025
Q3 		$276K Sell
8,488
-2,555
-23% -$81.8K 0.09% 260
2025
Q2 		$304K Buy
11,043
+487
+5% +$14.1K 0.12% 245
2025
Q1 		$368K Buy
10,556
+4,360
+70% +$193K 0.15% 203
2024
Q4 		$284K Sell
6,196
-2,244
-27% -$112K 0.12% 229
2024
Q3 		$428K Buy
8,440
+439
+5% +$27.2K 0.19% 182
2024
Q2 		$552K Buy
8,001
+293
+4% +$21.2K 0.26% 123
2024
Q1 		$585K Buy
7,708
+613
+9% +$41K 0.28% 112
2023
Q4 		$485K Buy
+7,095
New +$508K 0.25% 132

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

Samalin Investment Counsel's CIVI Position: Q4 2025 in Review

Samalin Investment Counsel sold out of Civitas Resources (CIVI) in Q4 2025, closing a stake of 8,488 shares — an estimated $276K sold.

Samalin Investment Counsel first reported a position in CIVI in Q4 2023 and held it in 8 quarters. The position peaked at $585K in Q1 2024. 346 funds tracked by Wall St. Rank hold CIVI as of Q4 2025.

  • Samalin Investment Counsel reported no remaining Civitas Resources position as of Q4 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 8,488 Civitas Resources shares in Q4 2025, an estimated $276K.
  • Samalin Investment Counsel first reported a position in Civitas Resources in Q4 2023 and held it in 8 quarters.
  • Samalin Investment Counsel's Civitas Resources position peaked at $585K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.