Position in OVV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$521,077
+$86,918 QoQ
Shares Held
9,897
+35.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#325
of 587 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OVV Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $20,788,053 across 17 Oil & Gas E&P names. OVV ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
58,116 | $6,041,739 | |
| 2 | EOG |
Eog Resources Inc
|
22,120 | $2,869,627 | |
| 3 | DVN |
Devon Energy Corp/De
|
50,228 | $2,075,420 | |
| 4 | APA |
APA Corp
|
48,041 | $1,564,695 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
8,329 | $1,464,071 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
27,960 | $1,358,017 | |
| 7 | EQT |
EQT Corp
|
23,897 | $1,270,603 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
14,661 | $579,109 |
All Filings in OVV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,077 | 9,897 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $434,159 | 7,314 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||