CCWM
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Cassaday & Co Wealth Management’s Ovintiv OVV Stock Holding History

Cassaday & Co Wealth 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
-29
Closed -$1.72K – 1402
2026
Q1 		$1.72K Buy
+29
New +$1.4K ﹤0.01% 1084

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

Cassaday & Co Wealth Management's OVV Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 29 shares — an estimated $1.72K sold.

Cassaday & Co Wealth Management first reported a position in OVV in Q1 2026 and held it in 1 quarter. The position peaked at $1.72K in Q1 2026. 595 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 29 Ovintiv shares in Q2 2026, an estimated $1.72K.
  • Cassaday & Co Wealth Management first reported a position in Ovintiv in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Ovintiv position peaked at $1.72K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.