CIVI — CIVITAS RESOURCES INC

Ownership history in Sequent Planning LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in CIVITAS RESOURCES INC (CIVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2024 Q1)
Avg. % of fund
0.22%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,375 -161 -1.2% 0.12% $435K $31.95
2025 Q2 ADDED 13,536 +475 +3.6% 0.12% $373K $26.65
2025 Q1 REDUCED 13,061 -217 -1.6% 0.16% $456K $33.25
2024 Q4 REDUCED 13,278 -5 -0.0% 0.22% $609K $43.04
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CIVI price (monthly, adj. close)

Other funds also holding CIVI

As of 2025 Q4 — sorted by position size

Kimmeridge Energy Management Company, LLC 3Y 21.68% ARISTEIA CAPITAL, L.L.C. 3Y 7Y 2.4% DONALD SMITH & CO., INC. 3Y 7Y 2.28% Tieton Capital Management, LLC 3Y 7Y 1.8% SMH CAPITAL ADVISORS INC 3Y 7Y 1.42% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 0.8% Goehring & Rozencwajg Associates, LLC 3Y 0.69% CoreCommodity Management, LLC 3Y 7Y 0.64% Sagefield Capital LP 3Y 0.56% S&T BANK/PA 3Y 7Y 0.52%
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