Vanguard Personalized Indexing Management’s Civitas Resources CIVI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
37,909
+13,087
+53% +$360K 0.01% 856
2025
Q1
$866K Buy
24,822
+5,769
+30% +$201K 0.01% 863
2024
Q4
$874K Buy
19,053
+9,523
+100% +$437K 0.01% 833
2024
Q3
$483K Sell
9,530
-1,343
-12% -$68.1K 0.01% 1110
2024
Q2
$750K Sell
10,873
-1,284
-11% -$88.6K 0.01% 818
2024
Q1
$923K Sell
12,157
-9,080
-43% -$689K 0.02% 702
2023
Q4
$1.45M Buy
21,237
+14,226
+203% +$973K 0.04% 460
2023
Q3
$567K Buy
7,011
+271
+4% +$21.9K 0.02% 828
2023
Q2
$468K Buy
6,740
+496
+8% +$34.4K 0.01% 919
2023
Q1
$427K Buy
6,244
+2,277
+57% +$156K 0.01% 952
2022
Q4
$230K Buy
+3,967
New +$230K 0.01% 1082