TWP
CIVI

TFO Wealth Partners’s Civitas Resources CIVI Stock Holding History

TFO 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
2024
Q2 		– Sell
-2
Closed -$152 – 192
2024
Q1 		$152 Hold
2
– – ﹤0.01% 560
2023
Q4 		$137 Hold
2
– – ﹤0.01% 736
2023
Q3 		$139 Hold
2
– – ﹤0.01% 923
2023
Q2 		$139 Hold
2
– – ﹤0.01% 594
2023
Q1 		$137 Sell
2
-90
-98% -$5.84K ﹤0.01% 576
2022
Q4 		$4.38K Buy
+92
New +$5.93K ﹤0.01% 183

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

TFO Wealth Partners's CIVI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Civitas Resources (CIVI) in Q2 2024, closing a stake of 2 shares — an estimated $152 sold.

TFO Wealth Partners first reported a position in CIVI in Q4 2022 and held it in 6 quarters. The position peaked at $4.38K in Q4 2022. 410 funds tracked by Wall St. Rank hold CIVI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Civitas Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Civitas Resources shares in Q2 2024, an estimated $152.
  • TFO Wealth Partners first reported a position in Civitas Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Civitas Resources position peaked at $4.38K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.