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Caldwell Investment Management’s Ovintiv OVV Stock Holding History

Caldwell Investment Management’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-34,900
Closed -$2.12M – 56
2026
Q1 		$2.12M Buy
+34,900
New +$1.68M 0.83% 18

Other funds holding OVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Investment Management's OVV Position: Q2 2026 in Review

Caldwell Investment Management sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 34,900 shares — an estimated $2.12M sold.

Caldwell Investment Management first reported a position in OVV in Q1 2026 and held it in 1 quarter. The position peaked at $2.12M in Q1 2026. 596 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

  • Caldwell Investment Management reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 34,900 Ovintiv shares in Q2 2026, an estimated $2.12M.
  • Caldwell Investment Management first reported a position in Ovintiv in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Ovintiv position peaked at $2.12M in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.