Position in OVV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,531
-$2,911 QoQ
Shares Held
257
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#476
of 587 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in OVV Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Spire Wealth Management holds $3,757,769 across 18 Oil & Gas E&P names. OVV ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,444 | $1,085,758 | |
| 2 | EOG |
Eog Resources Inc
|
6,396 | $829,752 | |
| 3 | VIST |
Vista Energy, S.A.B. de C.V.
|
12,418 | $792,268 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
9,444 | $373,038 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,588 | $279,138 | |
| 6 | DVN |
Devon Energy Corp/De
|
3,923 | $162,098 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
2,115 | $102,725 | |
| 8 | EQT |
EQT Corp
|
1,116 | $59,337 |
All Filings in OVV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,531 | 257 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,442 | 277 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,267 | 262 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,771 | 242 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,208 | 242 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,988 | 210 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,545 | 211 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,853 | 205 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,608 | 205 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,300 | 237 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,003 | 205 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,894 | 208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,994 | 210 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,396 | 205 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,395 | 205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,430 | 205 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,721 | 220 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,895 | 220 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $12,469 | 370 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $7,398 | 225 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $6,923 | 220 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,240 | 220 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||