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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
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 $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
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

Pinnacle Wealth Planning Services's APA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its APA Corp (APA) stake by 4.1% in Q1 2026, selling an estimated $2.99K and leaving 2,329 shares worth $98.8K. The position accounts for 0.01% of the portfolio, ranked #806.

Pinnacle Wealth Planning Services first reported a position in APA in Q4 2020 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,329 shares of APA Corp worth $98.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 99 APA Corp shares in Q1 2026, an estimated $2.99K.
  • APA Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #806 holding.
  • Pinnacle Wealth Planning Services first reported a position in APA Corp in Q4 2020 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.