TFM
CIVI

TFC Financial Management’s Civitas Resources CIVI Stock Holding History

TFC Financial 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
2025
Q3 		– Sell
-16
Closed -$441 – 1010
2025
Q2 		$441 Buy
+16
New +$463 ﹤0.01% 712
2024
Q4 		– Sell
-1
Closed -$51 – 989
2024
Q3 		$51 Hold
1
– – ﹤0.01% 924
2024
Q2 		$69 Buy
+1
New +$72 ﹤0.01% 876
2022
Q3 		– Sell
-228
Closed -$12K – 537
2022
Q2 		$12K Buy
+228
New +$14.9K ﹤0.01% 294

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
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
AC
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TFC Financial Management's CIVI Position: Q3 2025 in Review

TFC Financial Management sold out of Civitas Resources (CIVI) in Q3 2025, closing a stake of 16 shares — an estimated $441 sold.

TFC Financial Management first reported a position in CIVI in Q2 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 374 funds tracked by Wall St. Rank hold CIVI as of Q3 2025.

  • TFC Financial Management reported no remaining Civitas Resources position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 16 Civitas Resources shares in Q3 2025, an estimated $441.
  • TFC Financial Management first reported a position in Civitas Resources in Q2 2022 and held it in 4 quarters.
  • TFC Financial Management's Civitas Resources position peaked at $12K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.