EWA
OVV icon

EP Wealth Advisors’s Ovintiv OVV Stock Holding History

EP Wealth 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
Q1 		$837K Buy
14,104
+732
+5% +$35.3K ﹤0.01% 702
2025
Q4 		$524K Buy
+13,372
New +$518K ﹤0.01% 862
2025
Q2 		$517K Sell
13,583
-950
-7% -$34.9K ﹤0.01% 768
2025
Q1 		$622K Buy
14,533
+5,700
+65% +$243K 0.01% 625
2024
Q4 		$358K Buy
8,833
+3,255
+58% +$136K ﹤0.01% 803
2024
Q3 		$214K Buy
+5,578
New +$241K ﹤0.01% 1014
2023
Q3 		– Sell
-2,225
Closed -$2.84M – 768
2023
Q2 		$2.84M Sell
2,225
-167
-7% -$6.04K 0.04% 208
2023
Q1 		$202K Buy
+2,392
New +$106K ﹤0.01% 576
2019
Q4 		– Sell
-2,932
Closed -$67K – 432
2019
Q3 		$67K Buy
2,932
+197
+7% +$4.51K ﹤0.01% 357
2019
Q2 		$70K Sell
2,735
-5,815
-68% -$181K ﹤0.01% 305
2019
Q1 		$310K Buy
8,550
+2,023
+31% +$69.4K 0.03% 204
2018
Q4 		$189K Buy
6,527
+1,341
+26% +$57.8K 0.01% 250
2018
Q3 		$340K Buy
5,186
+1,185
+30% +$76.8K 0.03% 205
2018
Q2 		$261K Sell
4,001
-85
-2% -$5.33K 0.02% 163
2018
Q1 		$225K Sell
4,086
-315
-7% -$18.7K 0.02% 187
2017
Q4 		$293K Buy
+4,401
New +$260K 0.03% 149

Other funds holding OVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return