EVERGREEN CAPITAL MANAGEMENT LLC OVV β€” OVINTIV INC

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  Β·  4 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported OVINTIV INC (OVV) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.45% in 2025 Q3. The latest visible filing shows OVV at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in OVINTIV INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OVV was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OVV stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held OVV β€” position size vs. price
% of Fund (quarterly)    OVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.4% +52.3% ❌ 732,363 -774,968 -51.4% 0.64% $28.7M 2026-02-14 (Est.) $46.67
2025 Q3 ADDED β€” β€” β€” 1,507,331 +1,502,380 +30345.0% 1.45% $60.9M 2025-10-28 $36.14
2025 Q1 REDUCED 24.4% -10.4% βœ… 4,951 -1,597 -24.4% 0.01% $212K 2025-05-15 $36.61
2024 Q3 INITIATED β€” β€” β€” 6,548 β€” β€” 0.01% $251K 2024-11-14 $42.85

🏒 Other funds also holding OVV

As of 2026 Q1 β€” sorted by position size

JCIC Asset Management Inc. 3Y 7Y 0.78% Modus Advisors, LLC 3Y 0.77% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 0.69% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.66% TOWER TRUST & INVESTMENT Co 0.59% BCS Private Wealth Management, Inc. 0.45% Carrera Capital Advisors 0.44% SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3Y 7Y 0.43% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.37% CITIZENS & NORTHERN CORP 3Y 7Y 0.34%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and OVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning OVV?

EVERGREEN CAPITAL MANAGEMENT LLC reported OVV across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported OVV position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for OVV was 1.45% in 2025 Q3.

What is the latest reported OVV position on this page?

The most recent filing on this page is 2025 Q4, when EVERGREEN CAPITAL MANAGEMENT LLC reported 732,363 shares, equal to 0.64% of portfolio, with an estimated market value of $28.7M.

What does the chart on this OVV ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly OVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERGREEN CAPITAL MANAGEMENT LLC time their OVV position?

Based on 13F filing dates vs. subsequent OVV price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on OVV relative to SPY over the holding period was -5.3%.

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