Wealth Enhancement Advisory Services
CIVI

Wealth Enhancement Advisory Services’s Civitas Resources CIVI Stock Holding History

Wealth Enhancement Advisory Services’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
-29,887
Closed -$798K – 3632
2025
Q4 		$798K Sell
29,887
-589
-2% -$17K ﹤0.01% 2112
2025
Q3 		$1.04M Sell
30,476
-3,043
-9% -$97.4K ﹤0.01% 1839
2025
Q2 		$996K Sell
33,519
-21,660
-39% -$627K ﹤0.01% 1757
2025
Q1 		$1.93M Sell
55,179
-978
-2% -$43.3K ﹤0.01% 1260
2024
Q4 		$2.58M Sell
56,157
-1,663
-3% -$82.8K ﹤0.01% 1053
2024
Q3 		$2.93M Buy
57,820
+433
+0.8% +$26.8K 0.01% 913
2024
Q2 		$3.96M Buy
57,387
+227
+0.4% +$16.4K 0.01% 754
2024
Q1 		$4.34M Sell
57,160
-25,483
-31% -$1.7M 0.01% 703
2023
Q4 		$5.65M Buy
82,643
+1,361
+2% +$97.4K 0.02% 582
2023
Q3 		$6.57M Buy
+81,282
New +$6.29M 0.02% 507

Other funds holding CIVI

IA
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

Wealth Enhancement Advisory Services's CIVI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 29,887 shares — an estimated $798K sold.

Wealth Enhancement Advisory Services first reported a position in CIVI in Q3 2023 and held it in 10 quarters. The position peaked at $6.57M in Q3 2023. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 29,887 Civitas Resources shares in Q1 2026, an estimated $798K.
  • Wealth Enhancement Advisory Services first reported a position in Civitas Resources in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Civitas Resources position peaked at $6.57M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.