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Philip James Wealth Mangement’s APA Corp APA Stock Holding History

Philip James Wealth Mangement’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 		$220K Sell
6,741
-2,135
-24% -$80.2K 0.02% 147
2026
Q1 		$377K Sell
8,876
-2,615
-23% -$79.1K 0.04% 129
2025
Q4 		$281K Buy
11,491
+1,895
+20% +$45.8K 0.03% 151
2025
Q3 		$233K Buy
+9,596
New +$203K 0.03% 166

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

Philip James Wealth Mangement's APA Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its APA Corp (APA) stake by 24% in Q2 2026, selling an estimated $80.2K and leaving 6,741 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #147.

Philip James Wealth Mangement first reported a position in APA in Q3 2025 and has held it in 4 quarters since. The position peaked at $377K in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Philip James Wealth Mangement held 6,741 shares of APA Corp worth $220K as of Q2 2026.
  • Philip James Wealth Mangement sold 2,135 APA Corp shares in Q2 2026, an estimated $80.2K.
  • APA Corp made up 0.02% of Philip James Wealth Mangement's portfolio in Q2 2026, its #147 holding.
  • Philip James Wealth Mangement first reported a position in APA Corp in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's APA Corp position peaked at $377K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.