Institute for Wealth Management, LLC.

Position in APA — APA Corp

CIK 1533954 DENVER, CO

Position in APA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$259,876

-$88,938 QoQ

Shares Held

7,979

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#528

of 810 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. APA ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	11,451	$1,485,538
2	COP	Conocophillips	10,171	$1,057,377
3	OXY	Occidental Petroleum Corp /De/	18,911	$918,507
4	FANG	Diamondback Energy, Inc.	3,312	$582,183
5	CNQ	CANADIAN NATURAL RESOURCES Ltd	12,445	$491,577
6	APA	APA Corp This page	7,979	$259,876
7	DVN	Devon Energy Corp/De	3,526	$145,694
8	MUR	Murphy Oil Corp	2,504	$81,530

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,876	7,979	-2.9%	Shares	Sole	2026-07-28
2026-03-31	$348,814	8,219	+0.5%	Shares	Sole	2026-05-14
2025-12-31	$200,082	8,180	-38.2%	Shares	Sole	2026-01-27
2024-09-30	$323,752	13,236	-5.4%	Shares	Sole	2024-11-12
2024-06-30	$412,012	13,995	0.0%	Shares	Sole	2024-07-25
2024-03-31	$481,148	13,995	+51.9%	Shares	Sole	2024-04-30
2023-12-31	$330,634	9,215	+8.3%	Shares	Sole	2024-01-31
2023-09-30	$349,596	8,506	0.0%	Shares	Sole	2023-10-13
2023-06-30	$290,650	8,506	-1.3%	Shares	Sole	2023-07-25
2023-03-31	$310,692	8,616	0.0%	Shares	Sole	2023-04-20
2022-12-31	$402,194	8,616	-2.2%	Shares	Sole	2023-02-02
2022-09-30	$301,145	8,808	0.0%	Shares	Sole	2022-10-18
2022-06-30	$307,399	8,808	0.0%	Shares	Sole	2022-07-25
2022-03-31	$364,034	8,808	+2.6%	Shares	Sole	2022-04-29
2021-12-31	$230,769	8,582	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.