swisspartners Advisors’s APA Corp APA Stock Holding History

swisspartners Advisors’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	$21.1M	Buy	501,020 +13,240	+3%	+$400K	13.28%	1
2025 Q4	$11.9M	Buy	487,780 +39,320	+9%	+$951K	8.65%	4
2025 Q3	$10.9M	Buy	448,460 +78,950	+21%	+$1.67M	8.97%	4
2025 Q2	$6.75M	Buy	369,510 +33,760	+10%	+$586K	6.36%	9
2025 Q1	$6.24M	Buy	335,750 +28,520	+9%	+$627K	6.57%	7
2024 Q4	$6.44M	Buy	307,230 +100,860	+49%	+$2.36M	6.94%	8
2024 Q3	$4.27M	Buy	206,370 +33,770	+20%	+$948K	3.93%	13
2024 Q2	$4.59M	Buy	172,600 +6,170	+4%	+$191K	4.64%	12
2024 Q1	$5.16M	Buy	166,430 +4,350	+3%	+$138K	4.25%	13
2023 Q4	$4.89M	Buy	+162,080	New	+$6.12M	4.27%	11

Other funds holding APA

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 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