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Wealth Alliance Advisory Group’s APA Corp APA Stock Holding History

Wealth Alliance Advisory 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
2026
Q3 		$319K Buy
7,688
+1,100
+17% +$43.7K 0.04% 161
2026
Q2 		$215K Buy
6,588
+1,500
+29% +$56.3K 0.03% 192
2026
Q1 		$216K Sell
5,088
-15,140
-75% -$458K 0.03% 185
2025
Q4 		$495K Buy
+20,228
New +$489K 0.08% 117
2025
Q3 		– Sell
-20,575
Closed -$376K – 192
2025
Q2 		$376K Buy
+20,575
New +$357K 0.07% 130
2024
Q4 		– Sell
-8,202
Closed -$201K – 190
2024
Q3 		$201K Sell
8,202
-8,619
-51% -$242K 0.04% 183
2024
Q2 		$495K Buy
16,821
+9,437
+128% +$292K 0.11% 105
2024
Q1 		$254K Buy
+7,384
New +$234K 0.06% 156

Other funds holding APA

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Alliance Advisory Group's APA Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its APA Corp (APA) stake by 17% in Q3 2026, buying an estimated $43.7K and bringing the position to 7,688 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #161.

Wealth Alliance Advisory Group first reported a position in APA in Q1 2024 and has held it in 8 quarters since. The position peaked at $495K in Q2 2024. 65 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Wealth Alliance Advisory Group held 7,688 shares of APA Corp worth $319K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 1,100 APA Corp shares in Q3 2026, an estimated $43.7K.
  • APA Corp made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #161 holding.
  • Wealth Alliance Advisory Group first reported a position in APA Corp in Q1 2024 and has held it in 8 quarters since.
  • Wealth Alliance Advisory Group's APA Corp position peaked at $495K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.