Carson Wealth (CWM LLC)’s Ovintiv OVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.91M | Sell |
48,990
-42,617
| -47% | -$2.06M | 0.01% | 1041 |
|
|
2025
Q4 | $3.59M | Sell |
91,607
-97,259
| -51% | -$3.77M | 0.01% | 915 |
|
|
2025
Q3 | $7.63M | Buy |
188,866
+168,346
| +820% | +$6.87M | 0.02% | 561 |
|
|
2025
Q2 | $781K | Sell |
20,520
-70,031
| -77% | -$2.57M | ﹤0.01% | 1388 |
|
|
2025
Q1 | $3.88M | Buy |
90,551
+32,354
| +56% | +$1.38M | 0.02% | 599 |
|
|
2024
Q4 | $2.36M | Buy |
58,197
+44,666
| +330% | +$1.86M | 0.01% | 723 |
|
|
2024
Q3 | $518K | Buy |
13,531
+769
| +6% | +$33.2K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $598K | Buy |
12,762
+7,587
| +147% | +$382K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $269K | Buy |
5,175
+2,102
| +68% | +$95.7K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $135K | Sell |
3,073
-137
| -4% | -$6.25K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $153K | Sell |
3,210
-77
| -2% | -$3.49K | ﹤0.01% | 1417 |
|
|
2023
Q2 | $125K | Buy |
3,287
+1,473
| +81% | +$53.2K | ﹤0.01% | 1456 |
|
|
2023
Q1 | $65K | Buy |
1,814
+71
| +4% | +$3.13K | ﹤0.01% | 1731 |
|
|
2022
Q4 | $88K | Buy |
1,743
+325
| +23% | +$17K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $65K | Sell |
1,418
-42
| -3% | -$2.01K | ﹤0.01% | 1545 |
|
|
2022
Q2 | $65K | Buy |
1,460
+244
| +20% | +$12.6K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $66K | Buy |
1,216
+826
| +212% | +$35.6K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $13K | Buy |
+390
| New | +$13.9K | ﹤0.01% | 2212 |
|
|
2021
Q2 | $10K | Hold |
322
| – | – | ﹤0.01% | 2111 |
|
|
2021
Q1 | $10K | Hold |
322
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q4 | $10K | Hold |
322
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q3 | $10K | Hold |
322
| – | – | ﹤0.01% | 2109 |
|
|
2020
Q2 | $10K | Hold |
322
| – | – | ﹤0.01% | 2109 |
|
|
2020
Q1 | $10K | Buy |
322
+258
| +403% | +$3.39K | ﹤0.01% | 2109 |
|
|
2019
Q4 | $10K | Hold |
64
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q3 | $10K | Hold |
64
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q2 | $10K | Hold |
64
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q1 | $10K | Sell |
64
-140
| -69% | -$4.8K | ﹤0.01% | 2109 |
|
|
2018
Q4 | $6K | Buy |
204
+196
| +2,450% | +$8.45K | ﹤0.01% | 1486 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1946 |
|
|
2018
Q2 | $0 | Sell |
8
-305
| -97% | -$19.1K | ﹤0.01% | 1749 |
|
|
2018
Q1 | $17K | Sell |
313
-8
| -2% | -$475 | ﹤0.01% | 736 |
|
|
2017
Q4 | $21K | Hold |
321
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $19K | Buy |
321
+15
| +5% | +$733 | ﹤0.01% | 716 |
|
|
2017
Q2 | $13K | Buy |
+306
| New | +$15.9K | ﹤0.01% | 728 |
|
Other funds holding OVV
VPM
VCM
Carson Wealth (CWM LLC)'s OVV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Ovintiv (OVV) stake by 47% in Q1 2026, selling an estimated $2.06M and leaving 48,990 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1041.
Carson Wealth (CWM LLC) first reported a position in OVV in Q2 2017 and has held it in 35 quarters since. The position peaked at $7.63M in Q3 2025. 613 funds tracked by Wall St. Rank hold OVV as of Q1 2026.
- Carson Wealth (CWM LLC) held 48,990 shares of Ovintiv worth $2.91M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 42,617 Ovintiv shares in Q1 2026, an estimated $2.06M.
- Ovintiv made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1041 holding.
- Carson Wealth (CWM LLC) first reported a position in Ovintiv in Q2 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Ovintiv position peaked at $7.63M in Q3 2025.
- 613 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.