Synergy Asset Management’s Ovintiv OVV Stock Holding History

Synergy Asset 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 Q2	–	Sell	-34,085	Closed	-$2.02M	–	308
2026 Q1	$2.02M	Buy	+34,085	New	+$1.64M	0.21%	73
2025 Q1	–	Sell	-497	Closed	-$19K	–	602
2024 Q4	$19K	Buy	+497	New	+$20.7K	﹤0.01%	371
2022 Q2	–	Sell	-126,052	Closed	-$6.82M	–	121
2022 Q1	$6.82M	Sell	126,052 -93,630	-43%	-$4.03M	1.64%	22
2021 Q4	$7.4M	Buy	+219,682	New	+$7.84M	1.76%	18

Other funds holding OVV

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Synergy Asset Management's OVV Position: Q2 2026 in Review

Synergy Asset Management sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 34,085 shares — an estimated $2.02M sold.

Synergy Asset Management first reported a position in OVV in Q4 2021 and held it in 4 quarters. The position peaked at $7.4M in Q4 2021. 103 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

Synergy Asset Management reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 34,085 Ovintiv shares in Q2 2026, an estimated $2.02M.
Synergy Asset Management first reported a position in Ovintiv in Q4 2021 and held it in 4 quarters.
Synergy Asset Management's Ovintiv position peaked at $7.4M in Q4 2021.
103 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.