APA — Apache

Ownership history in Wealthquest Corp  ·  13 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in Apache (APA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.76% (2022 Q4)
Avg. % of fund
0.49%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 196,129 +18,888 +10.7% 0.36% $4.8M $24.23
2025 Q3 UNCHANGED 177,241 — 0% 0.34% $4.3M $23.78
2025 Q2 UNCHANGED 177,241 — 0% 0.26% $3.2M $17.68
2024 Q4 ADDED 177,241 +23,041 +14.9% 0.33% $4.1M $21.72
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    APA price (monthly, adj. close)

Other funds also holding APA

As of 2025 Q4 — sorted by position size

swisspartners Advisors Ltd 3Y 8.65% Smead Capital Management, Inc. 3Y 7Y 4.82% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.59% Del-Sette Capital Management, LLC 3Y 2.06% HOERTKORN RICHARD CHARLES 3Y 7Y 1.58% KLCM Advisors, Inc. 3Y 7Y 1.48% Sagefield Capital LP 3Y 1.32% Murphy Pohlad Asset Management LLC 3Y 7Y 1.28% PEAK FINANCIAL ADVISORS LLC 3Y 1.13% 1834 INVESTMENT ADVISORS CO 3Y 7Y 1.06%
← Back to Wealthquest Corp Holdings