Valley National Advisers’s Civitas Resources CIVI Stock Holding History

Valley National Advisers’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	-500	Closed	-$13K	–	878
2025 Q4	$13K	Hold	500	–	–	﹤0.01%	550
2025 Q3	$16K	Buy	+500	New	+$16K	﹤0.01%	495
2024 Q3	–	Sell	-15	Closed	-$1K	–	823
2024 Q2	$1K	Hold	15	–	–	﹤0.01%	1013
2024 Q1	$1K	Sell	15 -20	-57%	-$1.34K	﹤0.01%	1052
2023 Q4	$2K	Buy	+35	New	+$2.51K	﹤0.01%	924
2017 Q2	–	Sell	-134	Closed	-$17K	–	605
2017 Q1	$17K	Buy	+134	New	+$26.9K	0.01%	339

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

Valley National Advisers's CIVI Position: Q1 2026 in Review

Valley National Advisers sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 500 shares — an estimated $13K sold.

Valley National Advisers first reported a position in CIVI in Q1 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2017. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Valley National Advisers reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 500 Civitas Resources shares in Q1 2026, an estimated $13K.
Valley National Advisers first reported a position in Civitas Resources in Q1 2017 and held it in 6 quarters.
Valley National Advisers's Civitas Resources position peaked at $17K in Q1 2017.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.