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Evelyn Partners Investment Management’s Ovintiv OVV Stock Holding History

Evelyn Partners 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
Q1 		$5.94K Sell
100
-169
-63% -$8.15K ﹤0.01% 375
2025
Q4 		$10.5K Hold
269
– – ﹤0.01% 357
2025
Q3 		$10.9K Sell
269
-350
-57% -$14.3K ﹤0.01% 346
2025
Q2 		$23.6K Hold
619
– – ﹤0.01% 325
2025
Q1 		$26.5K Hold
619
– – ﹤0.01% 315
2024
Q4 		$25.1K Buy
+619
New +$25.8K ﹤0.01% 309

Other funds holding OVV

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management's OVV Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Ovintiv (OVV) stake by 63% in Q1 2026, selling an estimated $8.15K and leaving 100 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Evelyn Partners Investment Management first reported a position in OVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.5K in Q1 2025. 610 funds tracked by Wall St. Rank hold OVV as of Q1 2026.

  • Evelyn Partners Investment Management held 100 shares of Ovintiv worth $5.94K as of Q1 2026.
  • Evelyn Partners Investment Management sold 169 Ovintiv shares in Q1 2026, an estimated $8.15K.
  • Ovintiv made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #375 holding.
  • Evelyn Partners Investment Management first reported a position in Ovintiv in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Ovintiv position peaked at $26.5K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.