Position in OVV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,319
+$2,196 QoQ
Shares Held
177
+47.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 587 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $1,342,956 across 32 Oil & Gas E&P names. OVV ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSM |
Black Stone Minerals, L.P.
|
32,747 | $457,475 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
7,393 | $359,078 | |
| 3 | COP |
Conocophillips
|
1,375 | $142,945 | |
| 4 | EQT |
EQT Corp
|
2,467 | $131,170 | |
| 5 | EOG |
Eog Resources Inc
|
460 | $59,675 | |
| 6 | DVN |
Devon Energy Corp/De
|
678 | $28,014 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
476 | $18,802 | |
| 8 | RRC |
Range Resources Corp
|
486 | $18,074 |
All Filings in OVV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,319 | 177 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,123 | 120 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,052 | 231 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,733 | 142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,185 | 110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,688 | 203 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,505 | 210 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,827 | 126 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,686 | 164 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,902 | 133 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,523 | 103 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,899 | 103 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,921 | 103 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,706 | 75 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,961 | 157 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,670 | 145 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,407 | 145 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,893 | 109 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $909 | 27 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||