SPIA
CIVI

Steward Partners Investment Advisory’s Civitas Resources CIVI Stock Holding History

Steward Partners Investment Advisory’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
-88
Closed -$2.38K – 4453
2025
Q4 		$2.38K Sell
88
-6
-6% -$174 ﹤0.01% 3914
2025
Q3 		$3.06K Hold
94
– – ﹤0.01% 3798
2025
Q2 		$2.59K Sell
94
-9
-9% -$261 ﹤0.01% 3677
2025
Q1 		$3.59K Hold
103
– – ﹤0.01% 3480
2024
Q4 		$4.72K Sell
103
-2,461
-96% -$123K ﹤0.01% 3381
2024
Q3 		$130K Buy
2,564
+1,345
+110% +$83.3K ﹤0.01% 1746
2024
Q2 		$84.1K Buy
1,219
+140
+13% +$10.1K ﹤0.01% 1866
2024
Q1 		$81.9K Buy
1,079
+79
+8% +$5.29K ﹤0.01% 1863
2023
Q4 		$68.4K Hold
1,000
– – ﹤0.01% 1840
2023
Q3 		$80.9K Buy
+1,000
New +$77.4K ﹤0.01% 1678

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

Steward Partners Investment Advisory's CIVI Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 88 shares — an estimated $2.38K sold.

Steward Partners Investment Advisory first reported a position in CIVI in Q3 2023 and held it in 10 quarters. The position peaked at $130K in Q3 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 88 Civitas Resources shares in Q1 2026, an estimated $2.38K.
  • Steward Partners Investment Advisory first reported a position in Civitas Resources in Q3 2023 and held it in 10 quarters.
  • Steward Partners Investment Advisory's Civitas Resources position peaked at $130K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.