Consilium Wealth Advisory
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Consilium Wealth Advisory’s APA Corp APA Stock Holding History

Consilium Wealth Advisory’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
2026
Q3 		$484K Buy
11,643
+478
+4% +$19K 0.14% 73
2026
Q2 		$364K Hold
11,165
– – 0.11% 87
2026
Q1 		$474K Hold
11,165
– – 0.16% 75
2025
Q4 		$273K Hold
11,165
– – 0.1% 85
2025
Q3 		$271K Hold
11,165
– – 0.1% 85
2025
Q2 		$204K Sell
11,165
-324
-3% -$5.62K 0.09% 92
2025
Q1 		$241K Hold
11,489
– – 0.12% 82
2024
Q4 		$265K Sell
11,489
-891
-7% -$20.8K 0.13% 81
2024
Q3 		$303K Sell
12,380
-436
-3% -$12.2K 0.17% 71
2024
Q2 		$377K Sell
12,816
-1,081
-8% -$33.5K 0.21% 62
2024
Q1 		$478K Sell
13,897
-1,949
-12% -$61.8K 0.27% 59
2023
Q4 		$569K Sell
15,846
-5,136
-24% -$194K 0.34% 55
2023
Q3 		$862K Sell
20,982
-725
-3% -$29.8K 0.6% 31
2023
Q2 		$742K Sell
21,707
-3,276
-13% -$114K 0.51% 36
2023
Q1 		$901K Sell
24,983
-433
-2% -$17.4K 0.77% 27
2022
Q4 		$1.19M Sell
25,416
-1,624
-6% -$72.7K 1.01% 23
2022
Q3 		$924K Sell
27,040
-9,504
-26% -$340K 1.03% 23
2022
Q2 		$1.28M Buy
36,544
+3
+0% +$128 1.37% 18
2022
Q1 		$1.51M Sell
36,541
-16,832
-32% -$587K 1.08% 21
2021
Q4 		$1.44M Buy
+53,373
New +$1.42M 0.93% 22

Other funds holding APA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Consilium Wealth Advisory's APA Position: Q3 2026 in Review

Consilium Wealth Advisory increased its APA Corp (APA) stake by 4.3% in Q3 2026, buying an estimated $19K and bringing the position to 11,643 shares worth $484K. The position accounts for 0.14% of the portfolio, ranked #73.

Consilium Wealth Advisory first reported a position in APA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q1 2022. 521 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Consilium Wealth Advisory held 11,643 shares of APA Corp worth $484K as of Q3 2026.
  • Consilium Wealth Advisory bought 478 APA Corp shares in Q3 2026, an estimated $19K.
  • APA Corp made up 0.14% of Consilium Wealth Advisory's portfolio in Q3 2026, its #73 holding.
  • Consilium Wealth Advisory first reported a position in APA Corp in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's APA Corp position peaked at $1.51M in Q1 2022.
  • 521 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.