SVB Wealth’s Civitas Resources CIVI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-205	Closed	-$7.15K	–	738
2025 Q1	$7.15K	Buy	+205	New	+$9.08K	﹤0.01%	953

Other funds holding CIVI

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

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

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

KEM

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

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

DSC

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's CIVI Position: Q2 2025 in Review

SVB Wealth sold out of Civitas Resources (CIVI) in Q2 2025, closing a stake of 205 shares — an estimated $7.15K sold.

SVB Wealth first reported a position in CIVI in Q1 2025 and held it in 1 quarter. The position peaked at $7.15K in Q1 2025. 374 funds tracked by Wall St. Rank hold CIVI as of Q2 2025.

SVB Wealth reported no remaining Civitas Resources position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 205 Civitas Resources shares in Q2 2025, an estimated $7.15K.
SVB Wealth first reported a position in Civitas Resources in Q1 2025 and held it in 1 quarter.
SVB Wealth's Civitas Resources position peaked at $7.15K in Q1 2025.
374 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.