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Heritage Wealth Advisors’s Ovintiv OVV Stock Holding History

Heritage 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
2025
Q1 		– Sell
-15
Closed -$608 – 627
2024
Q4 		$608 Buy
15
+3
+25% +$125 ﹤0.01% 589
2024
Q3 		$460 Buy
+12
New +$519 ﹤0.01% 595
2019
Q2 		– Sell
-76
Closed -$2.75K – 475
2019
Q1 		$2.75K Hold
76
– – ﹤0.01% 404
2018
Q4 		$2K Hold
76
– – ﹤0.01% 363
2018
Q3 		$4K Buy
+76
New +$4.93K ﹤0.01% 337

Other funds holding OVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Wealth Advisors's OVV Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Ovintiv (OVV) in Q1 2025, closing a stake of 15 shares — an estimated $608 sold.

Heritage Wealth Advisors first reported a position in OVV in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 583 funds tracked by Wall St. Rank hold OVV as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Ovintiv position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 Ovintiv shares in Q1 2025, an estimated $608.
  • Heritage Wealth Advisors first reported a position in Ovintiv in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Ovintiv position peaked at $4K in Q3 2018.
  • 583 funds tracked by Wall St. Rank held Ovintiv as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.