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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return