Valued Wealth Advisors’s Civitas Resources CIVI Stock Holding History

Valued 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
2026 Q1	–	Sell	-1	Closed	-$31	–	757
2025 Q4	$31	Hold	1	–	–	﹤0.01%	635
2025 Q3	$37	Sell	1 -1	-50%	-$32	﹤0.01%	616
2025 Q2	$59	Hold	2	–	–	﹤0.01%	613
2025 Q1	$74	Hold	2	–	–	﹤0.01%	644
2024 Q4	$95	Sell	2 -1	-33%	-$50	﹤0.01%	635
2024 Q3	$155	Sell	3 -1	-25%	-$62	﹤0.01%	604
2024 Q2	$278	Buy	4 +2	+100%	+$145	﹤0.01%	545
2024 Q1	$152	Buy	+2	New	+$134	﹤0.01%	569

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

Valued Wealth Advisors's CIVI Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 1 share — an estimated $31 sold.

Valued Wealth Advisors first reported a position in CIVI in Q1 2024 and held it in 8 quarters. The position peaked at $278 in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Valued Wealth Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Valued Wealth Advisors sold 1 Civitas Resources share in Q1 2026, an estimated $31.
Valued Wealth Advisors first reported a position in Civitas Resources in Q1 2024 and held it in 8 quarters.
Valued Wealth Advisors's Civitas Resources position peaked at $278 in Q2 2024.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.