Position in OVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,351,568
+$3,226,706 QoQ
Shares Held
196,611
+63.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#108
of 590 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. OVV ranks #16 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
411,196 | $42,747,935 | |
| 2 | EOG |
Eog Resources Inc
|
286,428 | $37,158,304 | |
| 3 | DVN |
Devon Energy Corp/De
|
548,051 | $22,645,466 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
361,111 | $17,539,160 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
423,575 | $16,731,212 | |
| 6 | TPL |
Texas Pacific Land Corp
|
37,295 | $16,321,782 | |
| 7 | MGY |
Magnolia Oil & Gas Corp
|
633,423 | $16,202,960 | |
| 8 | PR |
Permian Resources Corp
|
853,833 | $15,719,064 |
All Filings in OVV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,351,568 | 196,611 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,124,862 | 120,028 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,555,395 | 90,722 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,747,132 | 68,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $925,641 | 24,327 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,558,604 | 36,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,408,711 | 34,783 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,273,576 | 33,244 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,501,758 | 32,041 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,500,324 | 28,908 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,153,690 | 26,268 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,102,339 | 23,173 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $917,943 | 24,112 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $583,448 | 16,171 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $672,211 | 13,256 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $390,724 | 8,494 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $416,004 | 9,414 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $480,033 | 8,878 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $255,917 | 7,594 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $237,623 | 7,227 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $286,030 | 9,089 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $412,895 | 17,334 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $206,985 | 14,414 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $151,261 | 18,537 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $174,784 | 18,302 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $39,387 | 14,588 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||