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Mowery & Schoenfeld Wealth Management’s APA Corp APA Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-249
Closed -$6.09K – 365
2025
Q4 		$6.09K Buy
+249
New +$6.02K 0.01% 304
2025
Q1 		– Sell
-57
Closed -$1.32K – 465
2024
Q4 		$1.32K Buy
+57
New +$1.33K ﹤0.01% 433

Other funds holding APA

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
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

Mowery & Schoenfeld Wealth Management's APA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of APA Corp (APA) in Q1 2026, closing a stake of 249 shares — an estimated $6.09K sold.

Mowery & Schoenfeld Wealth Management first reported a position in APA in Q4 2024 and held it in 2 quarters. The position peaked at $6.09K in Q4 2025. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining APA Corp position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 249 APA Corp shares in Q1 2026, an estimated $6.09K.
  • Mowery & Schoenfeld Wealth Management first reported a position in APA Corp in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's APA Corp position peaked at $6.09K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.