CIVI β€” CIVITAS RESOURCES INC

Ownership history in Kingsview Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported CIVITAS RESOURCES INC (CIVI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows CIVI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in CIVITAS RESOURCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CIVI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kingsview Wealth Management, LLC held CIVI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,164 -19,841 -76.3% 0.00% $200K 2025-11-12 $27.40
2025 Q2 ADDED 26,005 +19,621 +307.3% 0.01% $716K 2025-08-08 $29.31
2025 Q1 ADDED 6,384 +165 +2.7% 0.00% $223K 2025-05-02 $27.51
2024 Q4 INITIATED 6,219 β€” β€” 0.01% $285K 2025-01-28 $48.14

FAQ About Kingsview Wealth Management, LLC and CIVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning CIVI?

Kingsview Wealth Management, LLC reported CIVI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CIVI position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CIVI was 0.01% in 2025 Q2.

What is the latest reported CIVI position on this page?

The most recent filing on this page is 2025 Q3, when Kingsview Wealth Management, LLC reported 6,164 shares, equal to 0.00% of portfolio, with an estimated market value of $200K.

What does the chart on this CIVI ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly CIVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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