SWP
CIVI

Significant Wealth Partners’s Civitas Resources CIVI Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-6,533
Closed -$496K – 85
2024
Q1 		$496K Buy
+6,533
New +$437K 0.33% 79

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Significant Wealth Partners's CIVI Position: Q2 2024 in Review

Significant Wealth Partners sold out of Civitas Resources (CIVI) in Q2 2024, closing a stake of 6,533 shares — an estimated $496K sold.

Significant Wealth Partners first reported a position in CIVI in Q1 2024 and held it in 1 quarter. The position peaked at $496K in Q1 2024. 409 funds tracked by Wall St. Rank hold CIVI as of Q2 2024.

  • Significant Wealth Partners reported no remaining Civitas Resources position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 6,533 Civitas Resources shares in Q2 2024, an estimated $496K.
  • Significant Wealth Partners first reported a position in Civitas Resources in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Civitas Resources position peaked at $496K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.