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PlanVest Financial’s APA Corp APA Stock Holding History

PlanVest 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 		$1.93K Buy
59
+1
+2% +$38 ﹤0.01% 519
2026
Q1 		$2.49K Buy
+58
New +$1.75K ﹤0.01% 481

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

PlanVest Financial's APA Position: Q2 2026 in Review

PlanVest Financial increased its APA Corp (APA) stake by 1.7% in Q2 2026, buying an estimated $38 and bringing the position to 59 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

PlanVest Financial first reported a position in APA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.49K in Q1 2026. 767 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • PlanVest Financial held 59 shares of APA Corp worth $1.93K as of Q2 2026.
  • PlanVest Financial bought 1 APA Corp share in Q2 2026, an estimated $38.
  • APA Corp made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #519 holding.
  • PlanVest Financial first reported a position in APA Corp in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's APA Corp position peaked at $2.49K in Q1 2026.
  • 767 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.