Transamerica Financial Advisors’s Civitas Resources CIVI Stock Holding History

Transamerica Financial 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
2026 Q1	–	Sell	-20	Closed	-$542	–	1972
2025 Q4	$542	Hold	20	–	–	﹤0.01%	1351
2025 Q3	$650	Buy	+20	New	+$640	﹤0.01%	1250

Other funds holding CIVI

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

Transamerica Financial Advisors's CIVI Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 20 shares — an estimated $542 sold.

Transamerica Financial Advisors first reported a position in CIVI in Q3 2025 and held it in 2 quarters. The position peaked at $650 in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Transamerica Financial Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 20 Civitas Resources shares in Q1 2026, an estimated $542.
Transamerica Financial Advisors first reported a position in Civitas Resources in Q3 2025 and held it in 2 quarters.
Transamerica Financial Advisors's Civitas Resources position peaked at $650 in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.