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Heritage Wealth Advisors’s APA Corp APA Stock Holding History

Heritage 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 		$4.4K Hold
135
– – ﹤0.01% 580
2026
Q1 		$5.73K Hold
135
– – ﹤0.01% 559
2025
Q4 		$3.3K Hold
135
– – ﹤0.01% 523
2025
Q3 		$3.28K Hold
135
– – ﹤0.01% 499
2025
Q2 		$2.47K Hold
135
– – ﹤0.01% 505
2025
Q1 		$2.84K Sell
135
-29
-18% -$637 ﹤0.01% 487
2024
Q4 		$3.79K Buy
164
+29
+21% +$678 ﹤0.01% 520
2024
Q3 		$3.3K Buy
+135
New +$3.79K ﹤0.01% 516

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

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

Heritage Wealth Advisors held its APA Corp (APA) position steady in Q2 2026 at 135 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Heritage Wealth Advisors first reported a position in APA in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.73K in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Heritage Wealth Advisors held 135 shares of APA Corp worth $4.4K as of Q2 2026.
  • Heritage Wealth Advisors left its APA Corp share count unchanged in Q2 2026.
  • APA Corp made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • Heritage Wealth Advisors first reported a position in APA Corp in Q3 2024 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's APA Corp position peaked at $5.73K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.