SOA Wealth Advisors’s APA Corp APA Stock Holding History

SOA Wealth Advisors’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	$3.4K	Hold	80	–	–	﹤0.01%	681
2025 Q4	$1.96K	Hold	80	–	–	﹤0.01%	721
2025 Q3	$1.94K	Hold	80	–	–	﹤0.01%	729
2025 Q2	$1.46K	Hold	80	–	–	﹤0.01%	733
2025 Q1	$1.68K	Hold	80	–	–	﹤0.01%	715
2024 Q4	$1.85K	Hold	80	–	–	﹤0.01%	697
2024 Q3	$1.96K	Hold	80	–	–	﹤0.01%	671
2024 Q2	$2.35K	Hold	80	–	–	﹤0.01%	660
2024 Q1	$2.75K	Hold	80	–	–	﹤0.01%	670
2023 Q4	$2.87K	Hold	80	–	–	﹤0.01%	658
2023 Q3	$3.29K	Hold	80	–	–	﹤0.01%	662
2023 Q2	$2.73K	Hold	80	–	–	﹤0.01%	689
2023 Q1	$2.88K	Hold	80	–	–	﹤0.01%	686
2022 Q4	$3.73K	Hold	80	–	–	﹤0.01%	659
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	693
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	680
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	740
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	761
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	818
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	803
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	743
2020 Q4	$1K	Buy	+80	New	+$931	﹤0.01%	721

Other funds holding APA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOA Wealth Advisors's APA Position: Q1 2026 in Review

SOA Wealth Advisors held its APA Corp (APA) position steady in Q1 2026 at 80 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

SOA Wealth Advisors first reported a position in APA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.73K in Q4 2022. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

SOA Wealth Advisors held 80 shares of APA Corp worth $3.4K as of Q1 2026.
SOA Wealth Advisors left its APA Corp share count unchanged in Q1 2026.
APA Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #681 holding.
SOA Wealth Advisors first reported a position in APA Corp in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's APA Corp position peaked at $3.73K in Q4 2022.
817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.