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Pinnacle Wealth Planning Services’s APA Corp APA Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$73.6K Sell
2,259
-70
-3% -$2.63K 0.01% 1047
2026
Q1 		$98.8K Sell
2,329
-99
-4% -$2.99K 0.01% 806
2025
Q4 		$59.4K Buy
+2,428
New +$58.7K 0.01% 1088
2021
Q1 		– Sell
-599
Closed -$8K – 435
2020
Q4 		$8K Buy
+599
New +$6.97K ﹤0.01% 1455

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

Pinnacle Wealth Planning Services's APA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its APA Corp (APA) stake by 3% in Q2 2026, selling an estimated $2.63K and leaving 2,259 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #1047.

Pinnacle Wealth Planning Services first reported a position in APA in Q4 2020 and has held it in 4 quarters since. The position peaked at $98.8K in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,259 shares of APA Corp worth $73.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 70 APA Corp shares in Q2 2026, an estimated $2.63K.
  • APA Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1047 holding.
  • Pinnacle Wealth Planning Services first reported a position in APA Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's APA Corp position peaked at $98.8K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.