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Poinciana Advisors Group’s Ovintiv OVV Stock Holding History

Poinciana Advisors Group’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
Q2 		– Sell
-5,275
Closed -$226K – 139
2025
Q1 		$226K Hold
5,275
– – 0.23% 80
2024
Q4 		$214K Buy
+5,275
New +$220K 0.22% 89

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Poinciana Advisors Group's OVV Position: Q2 2025 in Review

Poinciana Advisors Group sold out of Ovintiv (OVV) in Q2 2025, closing a stake of 5,275 shares — an estimated $226K sold.

Poinciana Advisors Group first reported a position in OVV in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 534 funds tracked by Wall St. Rank hold OVV as of Q2 2025.

  • Poinciana Advisors Group reported no remaining Ovintiv position as of Q2 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 5,275 Ovintiv shares in Q2 2025, an estimated $226K.
  • Poinciana Advisors Group first reported a position in Ovintiv in Q4 2024 and held it in 2 quarters.
  • Poinciana Advisors Group's Ovintiv position peaked at $226K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held Ovintiv as of Q2 2025.

Based on Poinciana Advisors Group's 13F filing for Q2 2025, filed 17 Jul 2025.