Mount Yale Investment Advisors’s APA Corp APA Stock Holding History

Mount Yale Investment 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	$829K	Buy	25,459 +2,066	+9%	+$77.6K	0.02%	634
2026 Q1	$993K	Buy	23,393 +5,359	+30%	+$162K	0.02%	522
2025 Q4	$441K	Sell	18,034 -570	-3%	-$13.8K	0.02%	492
2025 Q3	$452K	Buy	18,604 +18,489	+16,077%	+$390K	0.03%	437
2025 Q2	$2.1K	Buy	+115	New	+$2K	﹤0.01%	1323
2018 Q4	–	Sell	-400	Closed	-$15K	–	342
2018 Q3	$15K	Hold	400	–	–	﹤0.01%	821
2018 Q2	$19K	Hold	400	–	–	﹤0.01%	802
2018 Q1	$15K	Buy	+400	New	+$16.1K	﹤0.01%	808

Other funds holding APA

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's APA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its APA Corp (APA) stake by 8.8% in Q2 2026, buying an estimated $77.6K and bringing the position to 25,459 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #634.

Mount Yale Investment Advisors first reported a position in APA in Q1 2018 and has held it in 8 quarters since. The position peaked at $993K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

Mount Yale Investment Advisors held 25,459 shares of APA Corp worth $829K as of Q2 2026.
Mount Yale Investment Advisors bought 2,066 APA Corp shares in Q2 2026, an estimated $77.6K.
APA Corp made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #634 holding.
Mount Yale Investment Advisors first reported a position in APA Corp in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's APA Corp position peaked at $993K in Q1 2026.
815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.