Integrated Wealth Concepts LLC

Position in APA — APA Corp

CIK 1737109 WALTHAM, MA

Position in APA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,920,028

+$1,235,295 QoQ

Shares Held

45,241

+61.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $49,009,199 across 21 Oil & Gas E&P names. APA ranks #8 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	74,612	$14,757,507
2	COP	Conocophillips	46,370	$6,120,840
3	CHRD	Chord Energy Corp	32,922	$4,680,849
4	OXY	Occidental Petroleum Corp /De/	68,258	$4,436,770
5	TPL	Texas Pacific Land Corp	8,337	$3,956,406
6	DVN	Devon Energy Corp/De	57,077	$2,872,114
7	EOG	Eog Resources Inc	13,351	$1,930,154
8	APA	APA Corp This page	45,241	$1,920,028

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,920,028	45,241	+61.6%	Shares	Other	2026-05-15
2025-12-31	$684,733	27,994	-31.3%	Shares	Other	2026-02-13
2025-09-30	$989,895	40,770	+105.4%	Shares	Other	2025-11-14
2025-06-30	$363,093	19,852	-7.7%	Shares	Other	2025-08-14
2025-03-31	$452,098	21,508	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$505,994	21,914	-6.6%	Shares	Sole	2025-02-14
2024-09-30	$574,174	23,474	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$696,697	23,665	+90.3%	Shares	Sole	2024-08-14
2024-03-31	$427,480	12,434	+1.8%	Shares	Other	2024-05-15
2023-12-31	$438,453	12,220	-10.0%	Shares	Sole	2024-02-13
2023-09-30	$558,343	13,585	-10.5%	Shares	Sole	2023-11-15
2023-06-30	$518,939	15,187	+30.9%	Shares	Sole	2023-08-15
2023-03-31	$418,259	11,599	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.