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SHP Wealth Management’s APA Corp APA Stock Holding History

SHP Wealth Management’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 		$2.74K Sell
84
-324
-79% -$12.2K ﹤0.01% 1307
2026
Q1 		$17.3K Buy
408
+6
+1% +$181 ﹤0.01% 765
2025
Q4 		$9.84K Buy
+402
New +$9.72K ﹤0.01% 837

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 $3.38T AUM 44.17% 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

SHP Wealth Management's APA Position: Q2 2026 in Review

SHP Wealth Management reduced its APA Corp (APA) stake by 79% in Q2 2026, selling an estimated $12.2K and leaving 84 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

SHP Wealth Management first reported a position in APA in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • SHP Wealth Management held 84 shares of APA Corp worth $2.74K as of Q2 2026.
  • SHP Wealth Management sold 324 APA Corp shares in Q2 2026, an estimated $12.2K.
  • APA Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1307 holding.
  • SHP Wealth Management first reported a position in APA Corp in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's APA Corp position peaked at $17.3K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.