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Summit Trail Advisors’s Ovintiv OVV Stock Holding History

Summit Trail 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
2026
Q1 		$588K Sell
9,903
-8,597
-46% -$415K 0.01% 1110
2025
Q4 		$725K Sell
18,500
-540
-3% -$20.9K 0.01% 967
2025
Q3 		$769K Buy
+19,040
New +$777K 0.01% 950
2025
Q1 		– Sell
-5,073
Closed -$205K – 455
2024
Q4 		$205K Buy
+5,073
New +$211K 0.01% 354

Other funds holding OVV

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's OVV Position: Q1 2026 in Review

Summit Trail Advisors reduced its Ovintiv (OVV) stake by 46% in Q1 2026, selling an estimated $415K and leaving 9,903 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #1110.

Summit Trail Advisors first reported a position in OVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $769K in Q3 2025. 609 funds tracked by Wall St. Rank hold OVV as of Q1 2026.

  • Summit Trail Advisors held 9,903 shares of Ovintiv worth $588K as of Q1 2026.
  • Summit Trail Advisors sold 8,597 Ovintiv shares in Q1 2026, an estimated $415K.
  • Ovintiv made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1110 holding.
  • Summit Trail Advisors first reported a position in Ovintiv in Q4 2024 and has held it in 4 quarters since.
  • Summit Trail Advisors's Ovintiv position peaked at $769K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.