Kovitz Investment Group Partners
APA icon

Kovitz Investment Group Partners’s APA Corp APA Stock Holding History

Kovitz Investment Group Partners’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 		$2.11M Buy
+64,913
New +$2.44M 0.05% 226
2025
Q4 		– Sell
-26,146
Closed -$635K – 510
2025
Q3 		$635K Buy
26,146
+697
+3% +$14.7K ﹤0.01% 956
2025
Q2 		$465K Sell
25,449
-59,989
-70% -$1.04M ﹤0.01% 1001
2025
Q1 		$1.8M Buy
85,438
+44,356
+108% +$975K 0.01% 599
2024
Q4 		$949K Sell
41,082
-31,176
-43% -$729K ﹤0.01% 731
2024
Q3 		$1.62M Buy
72,258
+12,207
+20% +$343K 0.01% 527
2024
Q2 		$1.77M Buy
60,051
+3,904
+7% +$121K 0.02% 448
2024
Q1 		$1.93M Sell
56,147
-61,665
-52% -$1.95M 0.02% 302
2023
Q4 		$4.23M Buy
117,812
+48,093
+69% +$1.82M 0.07% 174
2023
Q3 		$2.87M Sell
69,719
-15,270
-18% -$628K 0.05% 199
2023
Q2 		$2.9M Sell
84,989
-4,104
-5% -$143K 0.04% 210
2023
Q1 		$3.21M Buy
+89,093
New +$3.58M 0.06% 200
2017
Q4 		– Sell
-7,700
Closed -$353K – 157
2017
Q3 		$353K Buy
7,700
+250
+3% +$11K 0.02% 130
2017
Q2 		$357K Buy
+7,450
New +$367K 0.02% 132

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

Kovitz Investment Group Partners's APA Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in APA Corp (APA) in Q2 2026: 64,913 shares worth $2.11M. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in APA as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in APA in Q2 2017 and has held it in 14 quarters since. The position peaked at $4.23M in Q4 2023. 812 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Kovitz Investment Group Partners held 64,913 shares of APA Corp worth $2.11M as of Q2 2026.
  • APA Corp was a new Kovitz Investment Group Partners position in Q2 2026.
  • APA Corp made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #226 holding.
  • Kovitz Investment Group Partners first reported a position in APA Corp in Q2 2017 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's APA Corp position peaked at $4.23M in Q4 2023.
  • 812 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.