Position in OVV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$736,204
-$101,009 QoQ
Shares Held
13,983
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 587 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OVV Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,650,171 across 17 Oil & Gas E&P names. OVV ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
54,603 | $5,676,527 | |
| 2 | EOG |
Eog Resources Inc
|
25,158 | $3,263,747 | |
| 3 | DVN |
Devon Energy Corp/De
|
47,836 | $1,976,583 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
27,573 | $1,339,220 | |
| 5 | TPL |
Texas Pacific Land Corp
|
2,273 | $994,755 | |
| 6 | APA |
APA Corp
|
27,702 | $902,254 | |
| 7 | OVV |
Ovintiv Inc.
This page
|
13,983 | $736,204 | |
| 8 | EQT |
EQT Corp
|
11,214 | $596,248 |
All Filings in OVV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,204 | 13,983 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $837,213 | 14,104 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $524,048 | 13,372 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $516,833 | 13,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $622,012 | 14,533 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $357,736 | 8,833 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $213,693 | 5,578 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $84,705 | 2,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,303 | 2,392 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||