SWP
CIVI

Stratos Wealth Partners’s Civitas Resources CIVI Stock Holding History

Stratos 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
2026
Q1 		– Sell
-20,855
Closed -$565K – 1633
2025
Q4 		$565K Buy
+20,855
New +$603K 0.01% 997

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

Stratos Wealth Partners's CIVI Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 20,855 shares — an estimated $565K sold.

Stratos Wealth Partners first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $565K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 20,855 Civitas Resources shares in Q1 2026, an estimated $565K.
  • Stratos Wealth Partners first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's Civitas Resources position peaked at $565K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.