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Private Wealth Management Group’s APA Corp APA Stock Holding History

Private Wealth Management 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
2025
Q2 		– Sell
-148
Closed -$3.11K – 1499
2025
Q1 		$3.11K Buy
148
+117
+377% +$2.57K ﹤0.01% 900
2024
Q4 		$716 Sell
31
-43
-58% -$1K ﹤0.01% 1376
2024
Q3 		$1.81K Sell
74
-27
-27% -$758 ﹤0.01% 1106
2024
Q2 		$2.97K Buy
101
+70
+226% +$2.17K ﹤0.01% 912
2024
Q1 		$1.07K Sell
31
-44
-59% -$1.4K ﹤0.01% 1241
2023
Q4 		$2.69K Buy
+75
New +$2.83K ﹤0.01% 850

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's APA Position: Q2 2025 in Review

Private Wealth Management Group sold out of APA Corp (APA) in Q2 2025, closing a stake of 148 shares — an estimated $3.11K sold.

Private Wealth Management Group first reported a position in APA in Q4 2023 and held it in 6 quarters. The position peaked at $3.11K in Q1 2025. 625 funds tracked by Wall St. Rank hold APA as of Q2 2025.

  • Private Wealth Management Group reported no remaining APA Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 148 APA Corp shares in Q2 2025, an estimated $3.11K.
  • Private Wealth Management Group first reported a position in APA Corp in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's APA Corp position peaked at $3.11K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held APA Corp as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.