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U.S. Capital Wealth Advisors’s APA Corp APA Stock Holding History

U.S. Capital Wealth 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 		$212K Buy
+5,007
New +$151K 0.01% 937
2025
Q1 		– Sell
-8,847
Closed -$204K – 838
2024
Q4 		$204K Sell
8,847
-488
-5% -$11.4K 0.01% 773
2024
Q3 		$228K Sell
9,335
-34
-0.4% -$955 0.01% 648
2024
Q2 		$276K Buy
9,369
+3,089
+49% +$95.6K 0.01% 587
2024
Q1 		$216K Sell
6,280
-8,460
-57% -$268K 0.01% 630
2023
Q4 		$529K Buy
14,740
+4
+0% +$151 0.02% 443
2023
Q3 		$606K Hold
14,736
– – 0.03% 396
2023
Q2 		$504K Sell
14,736
-6
-0% -$209 0.02% 439
2023
Q1 		$532K Buy
14,742
+13
+0.1% +$522 0.02% 417
2022
Q4 		$688K Hold
14,729
– – 0.03% 393
2022
Q3 		$504K Hold
14,729
– – 0.03% 438
2022
Q2 		$514K Sell
14,729
-2,000
-12% -$85K 0.02% 446
2022
Q1 		$691K Sell
16,729
-1,797
-10% -$62.7K 0.03% 451
2021
Q4 		$498K Sell
18,526
-200
-1% -$5.31K 0.02% 511
2021
Q3 		$401K Buy
+18,726
New +$358K 0.02% 546

Other funds holding APA

BlackRock
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
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