Sequoia Financial Advisors’s Civitas Resources CIVI Stock Holding History

Sequoia Financial 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
2026 Q1	–	Sell	-13,521	Closed	-$366K	–	1959
2025 Q4	$366K	Sell	13,521 -3,722	-22%	-$108K	﹤0.01%	1452
2025 Q3	$560K	Buy	17,243 +4,642	+37%	+$149K	﹤0.01%	1074
2025 Q2	$347K	Buy	+12,601	New	+$365K	﹤0.01%	1186
2023 Q4	–	Sell	-2,616	Closed	-$212K	–	1212
2023 Q3	$212K	Buy	+2,616	New	+$202K	﹤0.01%	842

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

Sequoia Financial Advisors's CIVI Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 13,521 shares — an estimated $366K sold.

Sequoia Financial Advisors first reported a position in CIVI in Q3 2023 and held it in 4 quarters. The position peaked at $560K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Sequoia Financial Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 13,521 Civitas Resources shares in Q1 2026, an estimated $366K.
Sequoia Financial Advisors first reported a position in Civitas Resources in Q3 2023 and held it in 4 quarters.
Sequoia Financial Advisors's Civitas Resources position peaked at $560K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.