Consilium Wealth Advisory, LLC APA — APA CORPORATION

Ownership history in Consilium Wealth Advisory, LLC  ·  20 quarters on record

AI Ownership Summary

Consilium Wealth Advisory, LLC reported APA CORPORATION (APA) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.21% in 2024 Q2. The latest visible filing shows APA at 0.14% of the fund.

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 Consilium Wealth Advisory, LLC's position in APA CORPORATION, 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
2026 Q3

APA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Consilium Wealth Advisory, LLC fund profile Consilium Wealth Advisory, LLC full holdings
How Consilium Wealth Advisory, LLC held APA — position size vs. price
% of Fund (quarterly)    APA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,643 +478 +4.3% 0.14% $484K 2026-10-14 $47.37
2026 Q2 UNCHANGED — — — 11,165 — 0% 0.11% $364K 2026-08-11 $40.62
2026 Q1 UNCHANGED — — — 11,165 — 0% 0.16% $474K 2026-04-20 $35.48
2025 Q4 UNCHANGED — — — 11,165 — 0% 0.10% $273K 2026-01-26 $25.05
2025 Q3 UNCHANGED — — — 11,165 — 0% 0.10% $271K 2025-10-20 $21.73
2025 Q2 REDUCED — — — 11,165 -324 -2.8% 0.09% $204K 2025-07-21 $17.73
2025 Q1 UNCHANGED — — — 11,489 — 0% 0.12% $241K 2025-04-17 $15.11
2024 Q4 REDUCED 7.2% -8.0% ✅ 11,489 -891 -7.2% 0.13% $265K 2025-02-05 $20.81
2024 Q3 REDUCED — — — 12,380 -436 -3.4% 0.17% $303K 2024-10-30 $21.78
2024 Q2 REDUCED 7.8% -16.3% ✅ 12,816 -1,081 -7.8% 0.21% $377K 2024-08-01 $28.56
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APA

As of 2026 Q3 — sorted by position size

Smead Capital Management, Inc. 3Y 7Y 6.81% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 2.52% 1834 INVESTMENT ADVISORS CO 3Y 7Y 1.43% WOODSTOCK CORP 3Y 7Y 1.17% Lodestone Wealth Management LLC 3Y 1.09% PATTON FUND MANAGEMENT, INC. 3Y 7Y 0.75% WETZEL INVESTMENT ADVISORS, INC. 0.47% TT Capital Management LLC 0.29% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.27% O'Keefe Stevens Advisory, Inc. 3Y 7Y 0.27%

FAQ About Consilium Wealth Advisory, 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 Consilium Wealth Advisory, LLC reported owning APA?

Consilium Wealth Advisory, LLC reported APA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported APA position in Consilium Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for APA was 0.21% in 2024 Q2.

What is the latest reported APA position on this page?

The most recent filing on this page is 2026 Q3, when Consilium Wealth Advisory, LLC reported 11,643 shares, equal to 0.14% of portfolio, with an estimated market value of $484K.

What does the chart on this APA ownership page compare?

The chart compares Consilium Wealth Advisory, 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 Consilium Wealth Advisory, LLC time their APA position?

Based on 13F filing dates vs. subsequent APA price moves, Consilium Wealth Advisory, LLC correctly timed 11 out of 14 reported position changes (79%). The annualised alpha on APA relative to SPY over the holding period was +54.6%.

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