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Synergy Investment Management’s APA Corp APA Stock Holding History

Synergy Investment 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 		– Sell
-112
Closed -$4.75K – 1091
2026
Q1 		$4.75K Buy
+112
New +$3.39K ﹤0.01% 590

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

Synergy Investment Management's APA Position: Q2 2026 in Review

Synergy Investment Management sold out of APA Corp (APA) in Q2 2026, closing a stake of 112 shares — an estimated $4.75K sold.

Synergy Investment Management first reported a position in APA in Q1 2026 and held it in 1 quarter. The position peaked at $4.75K in Q1 2026. 812 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Synergy Investment Management reported no remaining APA Corp position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 112 APA Corp shares in Q2 2026, an estimated $4.75K.
  • Synergy Investment Management first reported a position in APA Corp in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's APA Corp position peaked at $4.75K in Q1 2026.
  • 812 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.