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Lodestone Wealth Management’s Ovintiv OVV Stock Holding History

Lodestone Wealth 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
2025
Q4 		– Sell
-27,913
Closed -$1.13M – 797
2025
Q3 		$1.13M Sell
27,913
-2,465
-8% -$101K 0.51% 59
2025
Q2 		$1.16M Sell
30,378
-1,467
-5% -$53.8K 0.56% 56
2025
Q1 		$1.36M Buy
31,845
+8,872
+39% +$379K 0.73% 49
2024
Q4 		$930K Sell
22,973
-21,971
-49% -$915K 0.47% 60
2024
Q3 		$1.72M Buy
44,944
+1,799
+4% +$77.8K 0.86% 45
2024
Q2 		$2.02M Sell
43,145
-44
-0.1% -$2.21K 1.07% 33
2024
Q1 		$2.24M Buy
43,189
+171
+0.4% +$7.79K 1.18% 30
2023
Q4 		$1.89M Buy
43,018
+13,851
+47% +$632K 1.09% 34
2023
Q3 		$1.39M Sell
29,167
-17,074
-37% -$773K 0.97% 41
2023
Q2 		$1.76M Buy
46,241
+16,017
+53% +$579K 1.21% 28
2023
Q1 		$1.09M Buy
30,224
+1,798
+6% +$79.3K 0.84% 40
2022
Q4 		$1.44M Buy
+28,426
New +$1.49M 1.16% 35

Other funds holding OVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lodestone Wealth Management's OVV Position: Q4 2025 in Review

Lodestone Wealth Management sold out of Ovintiv (OVV) in Q4 2025, closing a stake of 27,913 shares — an estimated $1.13M sold.

Lodestone Wealth Management first reported a position in OVV in Q4 2022 and held it in 12 quarters. The position peaked at $2.24M in Q1 2024. 546 funds tracked by Wall St. Rank hold OVV as of Q4 2025.

  • Lodestone Wealth Management reported no remaining Ovintiv position as of Q4 2025 after selling out during the quarter.
  • Lodestone Wealth Management sold 27,913 Ovintiv shares in Q4 2025, an estimated $1.13M.
  • Lodestone Wealth Management first reported a position in Ovintiv in Q4 2022 and held it in 12 quarters.
  • Lodestone Wealth Management's Ovintiv position peaked at $2.24M in Q1 2024.
  • 546 funds tracked by Wall St. Rank held Ovintiv as of Q4 2025.

Based on Lodestone Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.