Westside Investment Management’s Civitas Resources CIVI Stock Holding History

Westside Investment Management’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	-508	Closed	-$14.1K	–	1485
2025 Q4	$14.1K	Hold	508	–	–	﹤0.01%	990
2025 Q3	$18K	Buy	508 +273	+116%	+$8.74K	﹤0.01%	920
2025 Q2	$6.92K	Buy	+235	New	+$6.8K	﹤0.01%	1080

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

Westside Investment Management's CIVI Position: Q1 2026 in Review

Westside Investment Management sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 508 shares — an estimated $14.1K sold.

Westside Investment Management first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $18K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

Westside Investment Management reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 508 Civitas Resources shares in Q1 2026, an estimated $14.1K.
Westside Investment Management first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
Westside Investment Management's Civitas Resources position peaked at $18K in Q3 2025.
2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.