SAM
CIVI

Smartleaf Asset Management’s Civitas Resources CIVI Stock Holding History

Smartleaf 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
-166
Closed -$4.52K – 3534
2025
Q4 		$4.52K Sell
166
-202
-55% -$5.84K ﹤0.01% 2749
2025
Q3 		$11.7K Sell
368
-7
-2% -$224 ﹤0.01% 2049
2025
Q2 		$10.5K Buy
375
+143
+62% +$4.14K ﹤0.01% 1817
2025
Q1 		$8.12K Sell
232
-20
-8% -$886 ﹤0.01% 2009
2024
Q4 		$11.2K Buy
252
+216
+600% +$10.8K ﹤0.01% 1946
2024
Q3 		$1.86K Sell
36
-6
-14% -$372 ﹤0.01% 2495
2024
Q2 		$2.91K Buy
42
+33
+367% +$2.39K ﹤0.01% 2069
2024
Q1 		$674 Buy
9
+6
+200% +$401 ﹤0.01% 1696
2023
Q4 		$0 Buy
+3
New +$215 ﹤0.01% 1146

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

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

Smartleaf Asset Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 166 shares — an estimated $4.52K sold.

Smartleaf Asset Management first reported a position in CIVI in Q4 2023 and held it in 9 quarters. The position peaked at $11.7K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 166 Civitas Resources shares in Q1 2026, an estimated $4.52K.
  • Smartleaf Asset Management first reported a position in Civitas Resources in Q4 2023 and held it in 9 quarters.
  • Smartleaf Asset Management's Civitas Resources position peaked at $11.7K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.