TWD
CIVI

True Wealth Design’s Civitas Resources CIVI Stock Holding History

True Wealth Design’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
-477
Closed -$12.9K – 2726
2025
Q4 		$12.9K Buy
477
+230
+93% +$6.66K ﹤0.01% 764
2025
Q3 		$8.03K Buy
247
+161
+187% +$5.15K ﹤0.01% 910
2025
Q2 		$2.37K Buy
+86
New +$2.49K ﹤0.01% 1112

Other funds holding CIVI

IA
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

True Wealth Design's CIVI Position: Q1 2026 in Review

True Wealth Design sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 477 shares — an estimated $12.9K sold.

True Wealth Design first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $12.9K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • True Wealth Design reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 477 Civitas Resources shares in Q1 2026, an estimated $12.9K.
  • True Wealth Design first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
  • True Wealth Design's Civitas Resources position peaked at $12.9K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.