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Forum Financial Management’s Ovintiv OVV Stock Holding History

Forum Financial 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 		– Sell
-9,405
Closed -$369K – 787
2025
Q4 		$369K Buy
9,405
+3
+0% +$116 ﹤0.01% 638
2025
Q3 		$380K Buy
9,402
+464
+5% +$18.9K 0.01% 598
2025
Q2 		$340K Sell
8,938
-15,472
-63% -$568K 0.01% 596
2025
Q1 		$1.04M Sell
24,410
-7,957
-25% -$340K 0.02% 196
2024
Q4 		$1.31M Sell
32,367
-1,211
-4% -$50.4K 0.02% 165
2024
Q3 		$1.29M Sell
33,578
-6,195
-16% -$268K 0.02% 153
2024
Q2 		$1.86M Buy
39,773
+114
+0.3% +$5.74K 0.03% 111
2024
Q1 		$2.06M Hold
39,659
– – 0.04% 106
2023
Q4 		$1.74M Hold
39,659
– – 0.03% 103
2023
Q3 		$1.89M Sell
39,659
-10
-0% -$453 0.04% 91
2023
Q2 		$1.51M Buy
39,669
+15,358
+63% +$555K 0.03% 112
2023
Q1 		$877K Buy
24,311
+10,215
+72% +$451K 0.03% 156
2022
Q4 		$715K Buy
14,096
+5
+0% +$261 0.02% 189
2022
Q3 		$648K Buy
14,091
+1,272
+10% +$60.8K 0.03% 172
2022
Q2 		$566K Buy
+12,819
New +$661K 0.03% 206

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's OVV Position: Q1 2026 in Review

Forum Financial Management sold out of Ovintiv (OVV) in Q1 2026, closing a stake of 9,405 shares — an estimated $369K sold.

Forum Financial Management first reported a position in OVV in Q2 2022 and held it in 15 quarters. The position peaked at $2.06M in Q1 2024. 613 funds tracked by Wall St. Rank hold OVV as of Q1 2026.

  • Forum Financial Management reported no remaining Ovintiv position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,405 Ovintiv shares in Q1 2026, an estimated $369K.
  • Forum Financial Management first reported a position in Ovintiv in Q2 2022 and held it in 15 quarters.
  • Forum Financial Management's Ovintiv position peaked at $2.06M in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.