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Perigon Wealth Management’s Ovintiv OVV Stock Holding History

Perigon 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
2026
Q1 		– Sell
-6,567
Closed -$257K – 1383
2025
Q4 		$257K Sell
6,567
-3,523
-35% -$137K ﹤0.01% 1089
2025
Q3 		$407K Buy
+10,090
New +$412K 0.01% 823
2017
Q1 		– Sell
-118
Closed -$7K – 681
2016
Q4 		$7K Hold
118
– – ﹤0.01% 610
2016
Q3 		$6K Buy
+118
New +$5.29K ﹤0.01% 538

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

Perigon Wealth Management's OVV Position: Q1 2026 in Review

Perigon Wealth Management sold out of Ovintiv (OVV) in Q1 2026, closing a stake of 6,567 shares — an estimated $257K sold.

Perigon Wealth Management first reported a position in OVV in Q3 2016 and held it in 4 quarters. The position peaked at $407K in Q3 2025. 613 funds tracked by Wall St. Rank hold OVV as of Q1 2026.

  • Perigon Wealth Management reported no remaining Ovintiv position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,567 Ovintiv shares in Q1 2026, an estimated $257K.
  • Perigon Wealth Management first reported a position in Ovintiv in Q3 2016 and held it in 4 quarters.
  • Perigon Wealth Management's Ovintiv position peaked at $407K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.