ANCORA PRIVATE WEALTH ADVISORS, LLC APA β€” APACHE CORP

Ownership history in ANCORA PRIVATE WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

ANCORA PRIVATE WEALTH ADVISORS, LLC reported APACHE CORP (APA) in 5 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANCORA PRIVATE WEALTH ADVISORS, LLC's position in APACHE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
5 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APA stock page ANCORA PRIVATE WEALTH ADVISORS, LLC fund profile ANCORA PRIVATE WEALTH ADVISORS, LLC full holdings
How ANCORA PRIVATE WEALTH ADVISORS, LLC held APA β€” position size vs. price
% of Fund (quarterly)    APA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding APA

As of 2026 Q1 β€” sorted by position size

CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 3.01% Murphy Pohlad Asset Management LLC 3Y 7Y 2.14% PEAK FINANCIAL ADVISORS LLC 3Y 1.93% Greenfield Seitz Capital Management, LLC 1.71% WOODSTOCK CORP 3Y 7Y 1.33% J.M. Arbour, LLC 1.28% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 1.24% SummerHaven Investment Management, LLC 3Y 1.02% Vanguard Capital Wealth Advisors 3Y 7Y 0.98% ELEVATUS WELATH MANAGEMENT 0.95%

FAQ About ANCORA PRIVATE WEALTH ADVISORS, LLC and APA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANCORA PRIVATE WEALTH ADVISORS, LLC reported owning APA?

ANCORA PRIVATE WEALTH ADVISORS, LLC reported APA across 0 quarterly 13F filings.

What was the largest reported APA position in ANCORA PRIVATE WEALTH ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for APA in ANCORA PRIVATE WEALTH ADVISORS, LLC.

What is the latest reported APA position on this page?

The most recent filing on this page is 2016 Q3, when ANCORA PRIVATE WEALTH ADVISORS, LLC reported 29,641 shares, equal to 0.65% of portfolio, with an estimated market value of $1.9M.

What does the chart on this APA ownership page compare?

The chart compares ANCORA PRIVATE WEALTH ADVISORS, LLC's quarterly APA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANCORA PRIVATE WEALTH ADVISORS, LLC time their APA position?

Based on 13F filing dates vs. subsequent APA price moves, ANCORA PRIVATE WEALTH ADVISORS, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on APA relative to SPY over the holding period was +19.3%.

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