Carson Wealth (CWM LLC)’s Civitas Resources CIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-19,642
| Closed | -$532K | – | 5700 |
|
|
2025
Q4 | $532K | Sell |
19,642
-3,275
| -14% | -$94.8K | ﹤0.01% | 1881 |
|
|
2025
Q3 | $745K | Buy |
22,917
+19,567
| +584% | +$626K | ﹤0.01% | 1571 |
|
|
2025
Q2 | $92K | Buy |
3,350
+505
| +18% | +$14.6K | ﹤0.01% | 2795 |
|
|
2025
Q1 | $99K | Buy |
2,845
+1,239
| +77% | +$54.9K | ﹤0.01% | 2429 |
|
|
2024
Q4 | $74K | Sell |
1,606
-197
| -11% | -$9.81K | ﹤0.01% | 2483 |
|
|
2024
Q3 | $91K | Sell |
1,803
-354
| -16% | -$21.9K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $149K | Buy |
2,157
+675
| +46% | +$48.8K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $113K | Buy |
1,482
+784
| +112% | +$52.5K | ﹤0.01% | 1801 |
|
|
2023
Q4 | $48K | Sell |
698
-196
| -22% | -$14K | ﹤0.01% | 2201 |
|
|
2023
Q3 | $72K | Buy |
894
+204
| +30% | +$15.8K | ﹤0.01% | 1847 |
|
|
2023
Q2 | $48K | Buy |
690
+84
| +14% | +$5.81K | ﹤0.01% | 2018 |
|
|
2023
Q1 | $41K | Buy |
606
+32
| +6% | +$2.08K | ﹤0.01% | 2006 |
|
|
2022
Q4 | $33K | Sell |
574
-29
| -5% | -$1.87K | ﹤0.01% | 2017 |
|
|
2022
Q3 | $35K | Buy |
603
+440
| +270% | +$25.9K | ﹤0.01% | 1845 |
|
|
2022
Q2 | $9K | Buy |
163
+73
| +81% | +$4.76K | ﹤0.01% | 2621 |
|
|
2022
Q1 | $5K | Sell |
90
-93
| -51% | -$5.06K | ﹤0.01% | 2814 |
|
|
2021
Q4 | $9K | Buy |
+183
| New | +$9.73K | ﹤0.01% | 2393 |
|
|
2017
Q1 | – | Sell |
-3
| Closed | – | – | 1190 |
|
|
2016
Q4 | $0 | Buy |
+3
| New | +$385 | ﹤0.01% | 1104 |
|
Other funds holding CIVI
Carson Wealth (CWM LLC)'s CIVI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 19,642 shares — an estimated $532K sold.
Carson Wealth (CWM LLC) first reported a position in CIVI in Q4 2016 and held it in 18 quarters. The position peaked at $745K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 19,642 Civitas Resources shares in Q1 2026, an estimated $532K.
- Carson Wealth (CWM LLC) first reported a position in Civitas Resources in Q4 2016 and held it in 18 quarters.
- Carson Wealth (CWM LLC)'s Civitas Resources position peaked at $745K in Q3 2025.
- 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.