BWL
CIVI

Bogart Wealth LLC’s Civitas Resources CIVI Stock Holding History

Bogart Wealth LLC’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
-17
Closed -$461 – 1842
2025
Q4 		$461 Hold
17
– – ﹤0.01% 1492
2025
Q3 		$553 Hold
17
– – ﹤0.01% 1391
2025
Q2 		$468 Buy
+17
New +$492 ﹤0.01% 1366

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

Bogart Wealth LLC's CIVI Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 17 shares — an estimated $461 sold.

Bogart Wealth LLC first reported a position in CIVI in Q2 2025 and held it in 3 quarters. The position peaked at $553 in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 17 Civitas Resources shares in Q1 2026, an estimated $461.
  • Bogart Wealth LLC first reported a position in Civitas Resources in Q2 2025 and held it in 3 quarters.
  • Bogart Wealth LLC's Civitas Resources position peaked at $553 in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.