TPWA
CIVI

Twin Peaks Wealth Advisors’s Civitas Resources CIVI Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-1
Closed -$32 – 526
2025
Q2 		$32 Buy
+1
New +$29 ﹤0.01% 2220

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

Twin Peaks Wealth Advisors's CIVI Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Civitas Resources (CIVI) in Q3 2025, closing a stake of 1 share — an estimated $32 sold.

Twin Peaks Wealth Advisors first reported a position in CIVI in Q2 2025 and held it in 1 quarter. The position peaked at $32 in Q2 2025. 374 funds tracked by Wall St. Rank hold CIVI as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Civitas Resources position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Civitas Resources share in Q3 2025, an estimated $32.
  • Twin Peaks Wealth Advisors first reported a position in Civitas Resources in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Civitas Resources position peaked at $32 in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.