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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
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 $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's APA Position: Q1 2026 in Review

SHP Wealth Management increased its APA Corp (APA) stake by 1.5% in Q1 2026, buying an estimated $181 and bringing the position to 408 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

SHP Wealth Management first reported a position in APA in Q4 2025 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • SHP Wealth Management held 408 shares of APA Corp worth $17.3K as of Q1 2026.
  • SHP Wealth Management bought 6 APA Corp shares in Q1 2026, an estimated $181.
  • APA Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #765 holding.
  • SHP Wealth Management first reported a position in APA Corp in Q4 2025 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.