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EP Wealth Advisors’s APA Corp APA Stock Holding History

EP Wealth Advisors’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
2026
Q2 		$902K Buy
27,702
+1,274
+5% +$47.8K ﹤0.01% 783
2026
Q1 		$1.12M Buy
26,428
+608
+2% +$18.4K 0.01% 617
2025
Q4 		$632K Buy
+25,820
New +$625K ﹤0.01% 767
2025
Q2 		$461K Buy
+25,188
New +$437K ﹤0.01% 808
2019
Q4 		– Sell
-8,900
Closed -$228K – 414
2019
Q3 		$228K Buy
+8,900
New +$213K 0.01% 322

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's APA Position: Q2 2026 in Review

EP Wealth Advisors increased its APA Corp (APA) stake by 4.8% in Q2 2026, buying an estimated $47.8K and bringing the position to 27,702 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

EP Wealth Advisors first reported a position in APA in Q3 2019 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • EP Wealth Advisors held 27,702 shares of APA Corp worth $902K as of Q2 2026.
  • EP Wealth Advisors bought 1,274 APA Corp shares in Q2 2026, an estimated $47.8K.
  • APA Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #783 holding.
  • EP Wealth Advisors first reported a position in APA Corp in Q3 2019 and has held it in 5 quarters since.
  • EP Wealth Advisors's APA Corp position peaked at $1.12M in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.