WT
CIVI

Whittier Trust’s Civitas Resources CIVI Stock Holding History

Whittier Trust’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
-121
Closed -$3.23K – 1355
2025
Q4 		$3.23K Hold
121
– – ﹤0.01% 1260
2025
Q3 		$4.22K Sell
121
-67
-36% -$2.14K ﹤0.01% 1245
2025
Q2 		$5.17K Hold
188
– – ﹤0.01% 1340
2025
Q1 		$6.56K Sell
188
-17
-8% -$753 ﹤0.01% 1280
2024
Q4 		$9.4K Sell
205
-109,802
-100% -$5.47M ﹤0.01% 1258
2024
Q3 		$5.57M Buy
110,007
+4,937
+5% +$306K 0.07% 196
2024
Q2 		$7.25M Buy
105,070
+4,956
+5% +$359K 0.1% 159
2024
Q1 		$7.6M Buy
100,114
+3,920
+4% +$262K 0.11% 162
2023
Q4 		$6.58M Buy
96,194
+2,815
+3% +$202K 0.11% 166
2023
Q3 		$7.55M Buy
93,379
+4,753
+5% +$368K 0.13% 150
2023
Q2 		$6.15M Buy
88,626
+88,618
+1,107,725% +$6.13M 0.11% 168
2023
Q1 		$546 Hold
8
– – ﹤0.01% 1553
2022
Q4 		$463 Hold
8
– – ﹤0.01% 1578
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1677
2022
Q2 		$0 Sell
8
-8
-50% -$522 ﹤0.01% 1694
2022
Q1 		$1K Hold
16
– – ﹤0.01% 1628
2021
Q4 		$1K Sell
16
-12,960
-100% -$689K ﹤0.01% 1532
2021
Q3 		$622K Hold
12,976
– – 0.01% 430
2021
Q2 		$611K Buy
12,976
+12,960
+81,000% +$526K 0.01% 436
2021
Q1 		$1K Sell
16
-16
-50% -$451 ﹤0.01% 1470
2020
Q4 		$0 Buy
32
+16
+100% +$336 ﹤0.01% 1399
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1432
2020
Q2 		$0 Sell
16
-202
-93% -$3.29K ﹤0.01% 1411
2020
Q1 		$2K Hold
218
– – ﹤0.01% 1328
2019
Q4 		$5K Hold
218
– – ﹤0.01% 1229
2019
Q3 		$5K Buy
218
+202
+1,263% +$4.49K ﹤0.01% 1245
2019
Q2 		$0 Hold
16
– – ﹤0.01% 1387
2019
Q1 		$0 Hold
16
– – ﹤0.01% 1430
2018
Q4 		$0 Hold
16
– – ﹤0.01% 1341
2018
Q3 		$0 Hold
16
– – ﹤0.01% 1275
2018
Q2 		$1K Hold
16
– – ﹤0.01% 1208
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1322
2017
Q4 		$0 Hold
16
– – ﹤0.01% 1300
2017
Q3 		$1K Hold
16
– – ﹤0.01% 1267
2017
Q2 		$1K Sell
16
-2
-11% -$109 ﹤0.01% 1194
2017
Q1 		$2K Hold
18
– – ﹤0.01% 1256
2016
Q4 		$2K Hold
18
– – ﹤0.01% 1108
2016
Q3 		$2K Hold
18
– – ﹤0.01% 1110
2016
Q2 		$4K Hold
18
– – ﹤0.01% 1074
2016
Q1 		$3K Hold
18
– – ﹤0.01% 1086
2015
Q4 		$11K Hold
18
– – ﹤0.01% 951
2015
Q3 		$8K Hold
18
– – ﹤0.01% 980
2015
Q2 		$37K Hold
18
– – ﹤0.01% 793
2015
Q1 		$50K Hold
18
– – ﹤0.01% 725
2014
Q4 		$49K Hold
18
– – ﹤0.01% 655
2014
Q3 		$115K Hold
18
– – 0.01% 516
2014
Q2 		$116K Sell
18
-1
-5% -$5.66K 0.01% 513
2014
Q1 		$93K Hold
19
– – ﹤0.01% 554
2013
Q4 		$91K Buy
19
+1
+6% +$5.36K ﹤0.01% 559
2013
Q3 		$97K Hold
18
– – 0.01% 551
2013
Q2 		$71K Buy
+18
New +$73.3K ﹤0.01% 588

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

Whittier Trust's CIVI Position: Q1 2026 in Review

Whittier Trust sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 121 shares — an estimated $3.23K sold.

Whittier Trust first reported a position in CIVI in Q2 2013 and held it in 51 quarters. The position peaked at $7.6M in Q1 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Whittier Trust reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 121 Civitas Resources shares in Q1 2026, an estimated $3.23K.
  • Whittier Trust first reported a position in Civitas Resources in Q2 2013 and held it in 51 quarters.
  • Whittier Trust's Civitas Resources position peaked at $7.6M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.