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Concurrent Investment Advisors’s Ovintiv OVV Stock Holding History

Concurrent Investment Advisors’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
-4,138
Closed -$246K – 2177
2026
Q1 		$246K Buy
+4,138
New +$200K ﹤0.01% 1620
2025
Q2 		– Sell
-5,582
Closed -$239K – 1458
2025
Q1 		$239K Buy
5,582
+297
+6% +$12.7K 0.01% 1040
2024
Q4 		$214K Buy
+5,285
New +$220K 0.01% 966

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

Concurrent Investment Advisors's OVV Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 4,138 shares — an estimated $246K sold.

Concurrent Investment Advisors first reported a position in OVV in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q1 2026. 590 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,138 Ovintiv shares in Q2 2026, an estimated $246K.
  • Concurrent Investment Advisors first reported a position in Ovintiv in Q4 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's Ovintiv position peaked at $246K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.