BIA
CIVI

Bell Investment Advisors’s Civitas Resources CIVI Stock Holding History

Bell Investment Advisors’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
-358
Closed -$9.7K – 1871
2025
Q4 		$9.7K Buy
358
+40
+13% +$1.16K ﹤0.01% 703
2025
Q3 		$10.3K Sell
318
-158
-33% -$5.06K ﹤0.01% 632
2025
Q2 		$13.1K Buy
476
+253
+113% +$7.33K ﹤0.01% 573
2025
Q1 		$7.78K Hold
223
– – ﹤0.01% 708
2024
Q4 		$10.2K Buy
223
+134
+151% +$6.68K ﹤0.01% 596
2024
Q3 		$4.51K Hold
89
– – ﹤0.01% 985
2024
Q2 		$6.14K Hold
89
– – ﹤0.01% 829
2024
Q1 		$6.76K Sell
89
-16
-15% -$1.07K ﹤0.01% 762
2023
Q4 		$7.18K Buy
105
+16
+18% +$1.15K ﹤0.01% 699
2023
Q3 		$7.2K Buy
89
+56
+170% +$4.33K ﹤0.01% 630
2023
Q2 		$2.29K Sell
33
-1
-3% -$69 ﹤0.01% 1229
2023
Q1 		$2.32K Buy
34
+25
+278% +$1.62K ﹤0.01% 1180
2022
Q4 		$521 Sell
9
-31
-78% -$2K ﹤0.01% 1808
2022
Q3 		$2K Buy
40
+8
+25% +$471 ﹤0.01% 1068
2022
Q2 		$2K Buy
+32
New +$2.09K ﹤0.01% 1117
2021
Q4 		$1K Buy
+26
New +$1.38K ﹤0.01% 1381

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

Bell Investment Advisors's CIVI Position: Q1 2026 in Review

Bell Investment Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 358 shares — an estimated $9.7K sold.

Bell Investment Advisors first reported a position in CIVI in Q4 2021 and held it in 16 quarters. The position peaked at $13.1K in Q2 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Bell Investment Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 358 Civitas Resources shares in Q1 2026, an estimated $9.7K.
  • Bell Investment Advisors first reported a position in Civitas Resources in Q4 2021 and held it in 16 quarters.
  • Bell Investment Advisors's Civitas Resources position peaked at $13.1K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.