Sutton Wealth Advisors’s Civitas Resources CIVI Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1,037	Closed	-$60.1K	–	954
2022 Q4	$60.1K	Sell	1,037 -1	-0.1%	-$64	0.02%	338
2022 Q3	$59.6K	Sell	1,038 -3	-0.3%	-$177	0.02%	342
2022 Q2	$54.4K	Hold	1,041	–	–	0.02%	360
2022 Q1	$62.2K	Buy	1,041 +708	+213%	+$38.5K	0.02%	346
2021 Q4	$16.3K	Buy	333 +17	+5%	+$904	0.01%	768
2021 Q3	$15.1K	Buy	316 +21	+7%	+$859	0.01%	780
2021 Q2	$13.9K	Hold	295	–	–	0.01%	810
2021 Q1	$10.5K	Hold	295	–	–	﹤0.01%	867
2020 Q4	$5.7K	Hold	295	–	–	﹤0.01%	952
2020 Q3	$5.55K	Hold	295	–	–	﹤0.01%	896
2020 Q2	$4.37K	Buy	+295	New	+$4.81K	﹤0.01%	939
2019 Q4	–	Sell	-752	Closed	-$16.8K	–	1169
2019 Q3	$16.8K	Hold	752	–	–	0.01%	636
2019 Q2	$15.7K	Buy	+752	New	+$16.4K	0.01%	650
2019 Q1	–	Sell	-321	Closed	-$6.63K	–	1182
2018 Q4	$6.63K	Buy	+321	New	+$8.44K	﹤0.01%	833

Other funds holding CIVI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Sutton Wealth Advisors's CIVI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2023, closing a stake of 1,037 shares — an estimated $60.1K sold.

Sutton Wealth Advisors first reported a position in CIVI in Q4 2018 and held it in 14 quarters. The position peaked at $62.2K in Q1 2022. 301 funds tracked by Wall St. Rank hold CIVI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Civitas Resources position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,037 Civitas Resources shares in Q1 2023, an estimated $60.1K.
Sutton Wealth Advisors first reported a position in Civitas Resources in Q4 2018 and held it in 14 quarters.
Sutton Wealth Advisors's Civitas Resources position peaked at $62.2K in Q1 2022.
301 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.