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Civitas Resources shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Civitas Resources (CIVI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Civitas Resources

Tip: Access up to 7 years of quarterly data

All positions including Civitas Resources held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Civitas Resources by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 57k 75.91
2023-12-31 $5.7M 83k 68.38
2023-09-30 $6.6M 81k 80.87

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Civitas Resources

Vanguard Group
Kimmeridge Energy Management Company
G.F.W. Energy XI
G.F.W. Energy XII
Victory Capital Management
Sourcerock Group
Donald Smith & Co
Dimensional Fund Advisors
Bank of New York Mellon
Goldman Sachs Group
Principal Financial Group
Copeland Capital Management
Charles Schwab Investment Management
Point72 Asset Management
LSV Asset Management

View all funds holding Civitas Resources