Position in OVV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,740
-$2,191 QoQ
Shares Held
185
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#489
of 587 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $282,917 across 27 Oil & Gas E&P names. OVV ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SM |
SM Energy Co
|
1,653 | $43,143 | |
| 2 | EOG |
Eog Resources Inc
|
288 | $37,362 | |
| 3 | COP |
Conocophillips
|
350 | $36,386 | |
| 4 | MUR |
Murphy Oil Corp
|
906 | $29,499 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
94 | $16,523 | |
| 6 | CHRD |
Chord Energy Corp
|
132 | $15,087 | |
| 7 | DVN |
Devon Energy Corp/De
|
297 | $12,272 | |
| 8 | APA |
APA Corp
|
335 | $10,910 |
All Filings in OVV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,740 | 185 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,931 | 201 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $940 | 24 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,171 | 29 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,027 | 27 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,155 | 27 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,174 | 29 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $689 | 18 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,452 | 31 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $674 | 13 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $219 | 5 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||