Position in OVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$690,136
+$429,012 QoQ
Shares Held
13,108
+198.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 587 holders
Holding Since
Mar 2020
25 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, 2026Steward Partners Investment Advisory, LLC holds $50,940,400 across 38 Oil & Gas E&P names. OVV ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
150,553 | $15,651,489 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
51,834 | $9,111,380 | |
| 3 | SM |
SM Energy Co
|
165,890 | $4,329,729 | |
| 4 | TPL |
Texas Pacific Land Corp
|
9,252 | $4,049,045 | |
| 5 | DVN |
Devon Energy Corp/De
|
78,996 | $3,264,114 | |
| 6 | EOG |
Eog Resources Inc
|
23,274 | $3,019,336 | |
| 7 | APA |
APA Corp
|
74,976 | $2,441,968 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
31,654 | $1,537,434 |
All Filings in OVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,136 | 13,108 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $261,124 | 4,399 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $162,638 | 4,150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $152,959 | 3,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15 | 0 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $364 | 9 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,762 | 46 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,945 | 1,471 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,764 | 34 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,493 | 34 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,617 | 34 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,294 | 34 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,739 | 1,046 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $52,687 | 1,039 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $48,622 | 1,057 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $68,803 | 1,557 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $107,166 | 1,982 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $69,590 | 2,065 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $67,897 | 2,065 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,985 | 2,065 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,188 | 2,065 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,639 | 2,064 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $522 | 64 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $391 | 41 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $110 | 41 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||