WBI Investments’s Civitas Resources CIVI Stock Holding History

WBI Investments’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	-55,323	Closed	-$1.5M	–	306
2025 Q4	$1.5M	Buy	+55,323	New	+$1.6M	0.39%	53
2023 Q4	–	Sell	-2,789	Closed	-$226K	–	208
2023 Q3	$226K	Sell	2,789 -699	-20%	-$54.1K	0.05%	173
2023 Q2	$242K	Buy	+3,488	New	+$241K	0.04%	180
2023 Q1	–	Sell	-3,753	Closed	-$217K	–	190
2022 Q4	$217K	Buy	+3,753	New	+$242K	0.05%	153

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

WBI Investments's CIVI Position: Q1 2026 in Review

WBI Investments sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 55,323 shares — an estimated $1.5M sold.

WBI Investments first reported a position in CIVI in Q4 2022 and held it in 4 quarters. The position peaked at $1.5M in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

WBI Investments reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 55,323 Civitas Resources shares in Q1 2026, an estimated $1.5M.
WBI Investments first reported a position in Civitas Resources in Q4 2022 and held it in 4 quarters.
WBI Investments's Civitas Resources position peaked at $1.5M in Q4 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.