Position in APA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$327,553
-$24,782 QoQ
Shares Held
10,057
+21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#482
of 806 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in APA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,302,831 across 8 Oil & Gas E&P names. APA ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
12,741 | $1,324,552 | |
| 2 | DVN |
Devon Energy Corp/De
|
20,222 | $835,572 | |
| 3 | EOG |
Eog Resources Inc
|
4,480 | $581,189 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
9,937 | $482,638 | |
| 5 | APA |
APA Corp
This page
|
10,057 | $327,553 | |
| 6 | EQT |
EQT Corp
|
5,444 | $289,456 | |
| 7 | GPRK |
GeoPark Ltd
|
25,775 | $234,552 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
6,469 | $227,319 |
All Filings in APA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,553 | 10,057 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $352,335 | 8,302 | Shares | Other | 2026-05-14 | |
| 2025-03-31 | $275,802 | 13,121 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $304,071 | 13,169 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||