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Principia Wealth Advisory’s APA Corp APA Stock Holding History

Principia Wealth Advisory’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 		$1.33K Buy
41
+1
+3% +$38 ﹤0.01% 702
2026
Q1 		$1.7K Buy
40
+3
+8% +$91 ﹤0.01% 557
2025
Q4 		$905 Hold
37
– – ﹤0.01% 702
2025
Q3 		$898 Hold
37
– – ﹤0.01% 673
2025
Q2 		$677 Buy
+37
New +$642 ﹤0.01% 671

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

Principia Wealth Advisory's APA Position: Q2 2026 in Review

Principia Wealth Advisory increased its APA Corp (APA) stake by 2.5% in Q2 2026, buying an estimated $38 and bringing the position to 41 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Principia Wealth Advisory first reported a position in APA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7K in Q1 2026. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Principia Wealth Advisory held 41 shares of APA Corp worth $1.33K as of Q2 2026.
  • Principia Wealth Advisory bought 1 APA Corp share in Q2 2026, an estimated $38.
  • APA Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #702 holding.
  • Principia Wealth Advisory first reported a position in APA Corp in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's APA Corp position peaked at $1.7K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.