2 tracked 13F filers disclose a position in CIVI as of the latest SEC 13F filings, a combined $3K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Wealth Asset Management, LLC | $3K | 120 | —Held | Q4 2025 | |
| 2 | Dunhill Financial, LLC | $59 | 2 | ▲New +2 sh | Q4 2025 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in CIVI, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $163.8M |
| ISHARES MSCI EAFE ETFEFA | 2 funds | $40.1M |
| APPLE INCAAPL | 2 funds | $19.6M |
| NVIDIA CORPNVDA | 2 funds | $12.5M |
| MICROSOFT CORPMSFT | 2 funds | $11.4M |
| ALPHABET INC-CL CGOOG | 2 funds | $9.6M |
| NETFLIX INCNFLX | 2 funds | $9.4M |
| ISHARES RUSSELL 2000 ETFIWM | 2 funds | $8.8M |
| ALPHABET INC-CL AGOOGL | 2 funds | $7.7M |
| SHOPIFY INC - CLASS ASHOP | 2 funds | $7.7M |
| META PLATFORMS INC-CLASS AMETA | 2 funds | $7.1M |
| AMAZON.COM INCAMZN | 2 funds | $6.7M |
Ranked by how many of CIVI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 9, 2025 | Willard Howard A. | Director | Buy (P) | 7K | $194K |
| May 9, 2025 | Carrell Clayton A. | President & COO | Buy (P) | 31K | $875K |
| May 9, 2025 | van Kempen Wouter T. | Director | Buy (P) | 7K | $200K |
| May 9, 2025 | DOYLE M. CHRISTOPHER | CEO & President, Director | Buy (P) | 9K | $250K |
| May 9, 2025 | Counts Travis L | Chief Admn Officer & Secretary | Buy (P) | 4K | $98K |
| May 9, 2025 | Foschi Marianella | CFO & Treasurer | Buy (P) | 4K | $97K |
| May 9, 2025 | Fox Carrie M | Director | Buy (P) | 18K | $501K |
| May 15, 2024 | CPPIB Crestone Peak Resources Canada Inc. | 10% Owner | Sell (S) | 7.0M | $509.4M |
| Jul 19, 2023 | Kimmeridge Energy Management Company, LLC | 10% Owner | Sell (S) | 3.3M | $232.4M |
| May 5, 2023 | Counts Travis L | Chief Legal Officer & Sec. | Buy (P) | 7K | $466K |
| Jan 27, 2023 | CPPIB Crestone Peak Resources Canada Inc. | 10% Owner | Sell (S) | 4.9M | $300.0M |
| Sep 13, 2022 | Garbiso Sandra | CAO and Treasurer | Sell (S) | 2K | $124K |
| Class | 13F holders | Value held |
|---|---|---|
| CIVIthis pageCOM NEW | 2 funds | $3K |
| 17888HAC7Corporate Bond - Domestic | 1 funds | $142K |
| 17888HAB9Corporate Bond - Domestic | 1 funds | $131K |
| 17888HAD5Corporate Bond - Domestic | 1 funds | $83K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CIVI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CIVI/capital-change-brief"
Use Arkolith's capital_change_brief for CIVI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CIVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.