Avantax Advisory Services’s APA Corp APA Stock Holding History

Avantax Advisory Services’s Portfolio APA Stock Details APA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy	+12,051	New	+$209K	﹤0.01%	2138
2023 Q2	–	Sell	-16,535	Closed	-$596K	–	1508
2023 Q1	$596K	Buy	16,535 +7,664	+86%	+$308K	0.01%	837
2022 Q4	$414K	Sell	8,871 -2,590	-23%	-$116K	0.01%	950
2022 Q3	$392K	Sell	11,461 -534	-4%	-$19.1K	0.01%	888
2022 Q2	$419K	Sell	11,995 -1,533	-11%	-$65.2K	0.01%	850
2022 Q1	$558K	Sell	13,528 -1,259	-9%	-$43.9K	0.01%	745
2021 Q4	$398K	Sell	14,787 -643	-4%	-$17.1K	0.01%	847
2021 Q3	$327K	Sell	15,430 -492	-3%	-$9.41K	0.01%	887
2021 Q2	$344K	Sell	15,922 -944	-6%	-$19.4K	0.01%	850
2021 Q1	$303K	Buy	16,866 +3,905	+30%	+$71.3K	0.01%	804
2020 Q4	$185K	Sell	12,961 -19,674	-60%	-$229K	﹤0.01%	888
2020 Q3	$309K	Buy	32,635 +18,488	+131%	+$253K	0.01%	1005
2020 Q2	$193K	Buy	+14,147	New	+$161K	0.01%	795

Other funds holding APA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Advisory Services's APA Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in APA Corp (APA) in Q2 2025: 12,051 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in APA as recently as Q1 2023.

Avantax Advisory Services first reported a position in APA in Q2 2020 and has held it in 13 quarters since. The position peaked at $596K in Q1 2023. 625 funds tracked by Wall St. Rank hold APA as of Q2 2025.

Avantax Advisory Services held 12,051 shares of APA Corp worth $220K as of Q2 2025.
APA Corp was a new Avantax Advisory Services position in Q2 2025.
APA Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2138 holding.
Avantax Advisory Services first reported a position in APA Corp in Q2 2020 and has held it in 13 quarters since.
Avantax Advisory Services's APA Corp position peaked at $596K in Q1 2023.
625 funds tracked by Wall St. Rank held APA Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.