True Wealth Design, LLC

Position in APA — APA Corp

CIK 1966033 AKRON, OH

Position in APA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$22,831

+$1,187 QoQ

Shares Held

701

+37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#70

of 100 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

True Wealth Design, LLC holds $954,866 across 39 Oil & Gas E&P names. APA ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	1,851	$192,429
2	DVN	Devon Energy Corp/De	4,374	$180,733
3	OXY	Occidental Petroleum Corp /De/	2,877	$139,735
4	EOG	Eog Resources Inc	800	$103,784
5	AR	ANTERO RESOURCES Corp	2,505	$88,025
6	EXE	EXPAND ENERGY Corp	474	$43,224
7	PR	Permian Resources Corp	1,478	$27,209
8	APA	APA Corp This page	701	$22,831

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,831	701	+37.5%	Shares	Sole	2026-07-16
2026-03-31	$21,644	510	+46.1%	Shares	Sole	2026-04-13
2025-12-31	$8,536	349	+49.8%	Shares	Sole	2026-01-08
2025-09-30	$5,657	233	+13.1%	Shares	Sole	2025-10-21
2025-06-30	$3,767	206	+663.0%	Shares	Sole	2025-08-06
2025-03-31	$567	27	+350.0%	Shares	Sole	2025-05-13
2024-09-30	$146	6	0.0%	Shares	Sole	2024-11-14
2024-06-30	$176	6	0.0%	Shares	Sole	2024-08-14
2024-03-31	$206	6	+50.0%	Shares	Sole	2024-05-14
2023-12-31	$143	4	+33.3%	Shares	Sole	2024-02-14
2023-09-30	$123	3	0.0%	Shares	Sole	2023-11-13
2023-06-30	$102	3	0.0%	Shares	Sole	2023-08-14
2023-03-31	$108	3	+50.0%	Shares	Sole	2023-05-12
2022-12-31	$93	2	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.