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Phoenix Financial’s APA Corp APA Stock Holding History

Phoenix Financial’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 		$678K Sell
20,819
-5,137
-20% -$193K ﹤0.01% 306
2026
Q1 		$1.1M Buy
+25,956
New +$785K 0.01% 223

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 $3.38T AUM 44.17% 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

Phoenix Financial's APA Position: Q2 2026 in Review

Phoenix Financial reduced its APA Corp (APA) stake by 20% in Q2 2026, selling an estimated $193K and leaving 20,819 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Phoenix Financial first reported a position in APA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Phoenix Financial held 20,819 shares of APA Corp worth $678K as of Q2 2026.
  • Phoenix Financial sold 5,137 APA Corp shares in Q2 2026, an estimated $193K.
  • APA Corp made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #306 holding.
  • Phoenix Financial first reported a position in APA Corp in Q1 2026 and has held it in 2 quarters since.
  • Phoenix Financial's APA Corp position peaked at $1.1M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.