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Summit Place Financial Advisors’s APA Corp APA Stock Holding History

Summit Place Financial 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
Q2 		$2.29M Buy
70,230
+3,175
+5% +$119K 1% 42
2026
Q1 		$2.85M Buy
+67,055
New +$2.03M 1.37% 28

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

Summit Place Financial Advisors's APA Position: Q2 2026 in Review

Summit Place Financial Advisors increased its APA Corp (APA) stake by 4.7% in Q2 2026, buying an estimated $119K and bringing the position to 70,230 shares worth $2.29M. The position accounts for 1% of the portfolio, ranked #42.

Summit Place Financial Advisors first reported a position in APA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.85M in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Summit Place Financial Advisors held 70,230 shares of APA Corp worth $2.29M as of Q2 2026.
  • Summit Place Financial Advisors bought 3,175 APA Corp shares in Q2 2026, an estimated $119K.
  • APA Corp made up 1% of Summit Place Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Summit Place Financial Advisors first reported a position in APA Corp in Q1 2026 and has held it in 2 quarters since.
  • Summit Place Financial Advisors's APA Corp position peaked at $2.85M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.