Physicians Financial Services’s APA Corp APA Stock Holding History

Physicians Financial Services’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 Q1	$849K	Hold	20,000	–	–	0.23%	64
2025 Q4	$489K	Hold	20,000	–	–	0.13%	80
2025 Q3	$486K	Hold	20,000	–	–	0.13%	83
2025 Q2	$366K	Hold	20,000	–	–	0.11%	87
2025 Q1	$420K	Hold	20,000	–	–	0.13%	90
2024 Q4	$462K	Hold	20,000	–	–	0.14%	84
2024 Q3	$489K	Hold	20,000	–	–	0.15%	83
2024 Q2	$589K	Buy	+20,000	New	+$619K	0.19%	77
2022 Q3	–	Sell	-20,000	Closed	-$698K	–	110
2022 Q2	$698K	Buy	+20,000	New	+$850K	0.31%	70
2021 Q2	–	Sell	-20,000	Closed	-$358K	–	112
2021 Q1	$358K	Hold	20,000	–	–	0.15%	90
2020 Q4	$284K	Hold	20,000	–	–	0.14%	95
2020 Q3	$189K	Hold	20,000	–	–	0.09%	104
2020 Q2	$270K	Buy	+20,000	New	+$228K	0.15%	93

Other funds holding APA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return