HB Wealth Management’s APA Corp APA Stock Holding History

HB Wealth Management’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	$1.28M	Buy	30,072 +3,807	+14%	+$115K	0.01%	568
2025 Q4	$642K	Buy	26,265 +3,729	+17%	+$90.2K	﹤0.01%	792
2025 Q3	$547K	Buy	22,536 +4,203	+23%	+$88.7K	﹤0.01%	823
2025 Q2	$335K	Buy	+18,333	New	+$318K	﹤0.01%	899
2024 Q4	–	Sell	-8,227	Closed	-$201K	–	1080
2024 Q3	$201K	Buy	8,227 +524	+7%	+$14.7K	﹤0.01%	897
2024 Q2	$227K	Buy	7,703 +1,471	+24%	+$45.5K	﹤0.01%	810
2024 Q1	$214K	Sell	6,232 -296	-5%	-$9.38K	﹤0.01%	778
2023 Q4	$234K	Buy	6,528 +309	+5%	+$11.7K	﹤0.01%	692
2023 Q3	$256K	Buy	+6,219	New	+$256K	﹤0.01%	613
2023 Q2	–	Sell	-6,263	Closed	-$226K	–	731
2023 Q1	$226K	Sell	6,263 -377	-6%	-$15.1K	﹤0.01%	640
2022 Q4	$310K	Buy	6,640 +356	+6%	+$15.9K	0.01%	506
2022 Q3	$215K	Sell	6,284 -157	-2%	-$5.61K	﹤0.01%	527
2022 Q2	$225K	Buy	6,441 +601	+10%	+$25.5K	﹤0.01%	515
2022 Q1	$241K	Buy	+5,840	New	+$204K	﹤0.01%	509

Other funds holding APA

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

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