True Wealth Design’s APA Corp APA Stock Holding History

True Wealth Design’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	$21.7K	Buy	510 +161	+46%	+$4.87K	0.01%	685
2025 Q4	$8.54K	Buy	349 +116	+50%	+$2.81K	﹤0.01%	916
2025 Q3	$5.67K	Buy	233 +27	+13%	+$570	﹤0.01%	1032
2025 Q2	$3.77K	Buy	206 +179	+663%	+$3.1K	﹤0.01%	922
2025 Q1	$568	Buy	+27	New	+$593	﹤0.01%	1496
2024 Q4	–	Sell	-6	Closed	-$147	–	1359
2024 Q3	$147	Hold	6	–	–	﹤0.01%	1215
2024 Q2	$177	Hold	6	–	–	﹤0.01%	754
2024 Q1	$207	Buy	6 +2	+50%	+$63	﹤0.01%	738
2023 Q4	$144	Buy	4 +1	+33%	+$38	﹤0.01%	714
2023 Q3	$124	Hold	3	–	–	﹤0.01%	705
2023 Q2	$103	Hold	3	–	–	﹤0.01%	717
2023 Q1	$109	Buy	3 +1	+50%	+$40	﹤0.01%	785
2022 Q4	$93	Buy	+2	New	+$89	﹤0.01%	736

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