SWM
CIVI

SHP Wealth Management’s Civitas Resources CIVI Stock Holding History

SHP Wealth 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
-26
Closed -$704 – 1835
2025
Q4 		$704 Buy
+26
New +$752 ﹤0.01% 1316

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

SHP Wealth Management's CIVI Position: Q1 2026 in Review

SHP Wealth Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 26 shares — an estimated $704 sold.

SHP Wealth Management first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $704 in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • SHP Wealth Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 26 Civitas Resources shares in Q1 2026, an estimated $704.
  • SHP Wealth Management first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Civitas Resources position peaked at $704 in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.