Crestwood Advisors Group’s APA Corp APA Stock Holding History

Crestwood Advisors Group’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 Q1	$587K	Buy	13,838 +2,075	+18%	+$62.7K	0.01%	383
2025 Q4	$288K	Buy	+11,763	New	+$285K	﹤0.01%	531
2017 Q2	–	Sell	-754	Closed	-$37K	–	173
2017 Q1	$37K	Buy	+754	New	+$42.4K	﹤0.01%	297
2015 Q2	–	Sell	-4,854	Closed	-$293K	–	155
2015 Q1	$293K	Sell	4,854 -750	-13%	-$47.2K	0.04%	111
2014 Q4	$351K	Hold	5,604	–	–	0.05%	94
2014 Q3	$526K	Hold	5,604	–	–	0.08%	70
2014 Q2	$564K	Sell	5,604 -150	-3%	-$13.6K	0.09%	68
2014 Q1	$477K	Buy	5,754 +2,050	+55%	+$168K	0.08%	72
2013 Q4	$318K	Sell	3,704 -50	-1%	-$4.45K	0.05%	98
2013 Q3	$320K	Sell	3,754 -86	-2%	-$7.14K	0.06%	93
2013 Q2	$322K	Buy	+3,840	New	+$305K	0.06%	96

Other funds holding APA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's APA Position: Q1 2026 in Review

Crestwood Advisors Group increased its APA Corp (APA) stake by 18% in Q1 2026, buying an estimated $62.7K and bringing the position to 13,838 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #383.

Crestwood Advisors Group first reported a position in APA in Q2 2013 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

Crestwood Advisors Group held 13,838 shares of APA Corp worth $587K as of Q1 2026.
Crestwood Advisors Group bought 2,075 APA Corp shares in Q1 2026, an estimated $62.7K.
APA Corp made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #383 holding.
Crestwood Advisors Group first reported a position in APA Corp in Q2 2013 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.