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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
Q2 		$885K Buy
16,817
+6,914
+70% +$395K 0.01% 1036
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's OVV Position: Q2 2026 in Review

Summit Trail Advisors increased its Ovintiv (OVV) stake by 70% in Q2 2026, buying an estimated $395K and bringing the position to 16,817 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #1036.

Summit Trail Advisors first reported a position in OVV in Q4 2024 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

  • Summit Trail Advisors held 16,817 shares of Ovintiv worth $885K as of Q2 2026.
  • Summit Trail Advisors bought 6,914 Ovintiv shares in Q2 2026, an estimated $395K.
  • Ovintiv made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1036 holding.
  • Summit Trail Advisors first reported a position in Ovintiv in Q4 2024 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.