Position in APA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,555,702
-$639,307 QoQ
Shares Held
78,468
+4.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#226
of 806 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Lodestone Wealth Management LLC holds $7,261,182 across 6 Oil & Gas E&P names. APA ranks #1 (35.2% of the industry book) .
All Filings in APA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,555,702 | 78,468 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,195,009 | 75,283 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,848,270 | 75,563 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,847,731 | 76,101 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,393,076 | 76,166 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,574,712 | 74,915 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $1,432,826 | 62,054 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,581,999 | 64,677 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $1,528,495 | 51,919 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $1,490,510 | 43,354 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,183,860 | 32,995 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $1,562,991 | 38,029 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,294,803 | 37,893 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $843,010 | 23,378 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||