Roth Financial Partners LLC APA — APACHE CORP

Ownership history in Roth Financial Partners LLC  ·  22 quarters on record

AI Ownership Summary

Roth Financial Partners LLC reported APACHE CORP (APA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2024 Q1. The latest visible filing shows APA at 0.20% 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 Roth Financial Partners 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
2026 Q1

APA was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Roth Financial Partners LLC fund profile Roth Financial Partners LLC full holdings
How Roth Financial Partners 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 Q1 ADDED — — — 13,931 +1,961 +16.4% 0.20% $591K 2026-04-21 $37.35
2025 Q4 REDUCED 28.5% +75.2% ❌ 11,970 -4,782 -28.5% 0.10% $293K 2026-01-29 $26.09
2025 Q3 REDUCED 26.4% +1.5% ❌ 16,752 -6,000 -26.4% 0.14% $407K 2025-10-20 $21.89
2025 Q2 REDUCED 5.0% +34.9% ❌ 22,752 -1,199 -5.0% 0.15% $416K 2025-07-09 $19.63
2025 Q1 UNCHANGED — — — 23,951 — 0% 0.20% $503K 2025-04-18 $15.22
2024 Q4 UNCHANGED — — — 23,951 — 0% 0.22% $553K 2025-01-14 $23.22
2024 Q3 UNCHANGED — — — 23,951 — 0% 0.30% $705K 2024-10-11 $25.05
2024 Q2 UNCHANGED — — — 23,951 — 0% 0.30% $705K 2024-07-03 $27.02
2024 Q1 ADDED — — — 23,951 +6,438 +36.8% 0.36% $823K 2024-04-12 $30.72
2023 Q4 UNCHANGED — — — 17,513 — 0% 0.32% $628K 2024-01-31 $28.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APA

As of 2026 Q1 — sorted by position size

swisspartners Advisors Ltd 3Y 13.28% Smead Capital Management, Inc. 3Y 7Y 7.63% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 4.19% Del-Sette Capital Management, LLC 3Y 3.72% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 3.01% PLUSTICK MANAGEMENT LLC 3Y 2.87% Sagefield Capital LP 3Y 2.7% Murphy Pohlad Asset Management LLC 3Y 7Y 2.14% 1834 INVESTMENT ADVISORS CO 3Y 7Y 2.05% Aventail Capital Group, LP 3Y 2.01%

FAQ About Roth Financial Partners 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 Roth Financial Partners LLC reported owning APA?

Roth Financial Partners LLC reported APA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APA position in Roth Financial Partners LLC's portfolio?

The largest reported portfolio weight for APA was 0.36% in 2024 Q1.

What is the latest reported APA position on this page?

The most recent filing on this page is 2026 Q1, when Roth Financial Partners LLC reported 13,931 shares, equal to 0.20% of portfolio, with an estimated market value of $591K.

What does the chart on this APA ownership page compare?

The chart compares Roth Financial Partners 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 Roth Financial Partners LLC time their APA position?

Based on 13F filing dates vs. subsequent APA price moves, Roth Financial Partners LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on APA relative to SPY over the holding period was +9.1%.

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