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Burrus Financial Services’s APA Corp APA Stock Holding History

Burrus Financial Services’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,624
Closed -$231K – 10
2023
Q3 		$231K Buy
+5,624
New +$231K 0.13% 8
2023
Q2 		– Sell
-5,551
Closed -$200K – 8
2023
Q1 		$200K Sell
5,551
-280
-5% -$11.2K 0.11% 9
2022
Q4 		$272K Buy
+5,831
New +$261K 0.16% 8
2022
Q3 		– Sell
-5,782
Closed -$202K – 10
2022
Q2 		$202K Buy
5,782
+20
+0.3% +$850 0.12% 9
2022
Q1 		$238K Buy
+5,762
New +$201K 0.12% 10

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Burrus Financial Services's APA Position: Q4 2023 in Review

Burrus Financial Services sold out of APA Corp (APA) in Q4 2023, closing a stake of 5,624 shares — an estimated $231K sold.

Burrus Financial Services first reported a position in APA in Q1 2022 and held it in 5 quarters. The position peaked at $272K in Q4 2022. 667 funds tracked by Wall St. Rank hold APA as of Q4 2023.

  • Burrus Financial Services reported no remaining APA Corp position as of Q4 2023 after selling out during the quarter.
  • Burrus Financial Services sold 5,624 APA Corp shares in Q4 2023, an estimated $231K.
  • Burrus Financial Services first reported a position in APA Corp in Q1 2022 and held it in 5 quarters.
  • Burrus Financial Services's APA Corp position peaked at $272K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held APA Corp as of Q4 2023.

Based on Burrus Financial Services's 13F filing for Q4 2023, filed 24 Sep 2025.