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Valeo Financial Advisors’s APA Corp APA Stock Holding History

Valeo 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
2020
Q4 		– Sell
-1,200
Closed -$11K – 1671
2020
Q3 		$11K Hold
1,200
– – ﹤0.01% 1055
2020
Q2 		$16K Hold
1,200
– – ﹤0.01% 1128
2020
Q1 		$13K Buy
1,200
+700
+140% +$15.6K ﹤0.01% 992
2019
Q4 		$13K Sell
500
-1,000
-67% -$22.6K ﹤0.01% 1019
2019
Q3 		$39K Buy
+1,500
New +$36K ﹤0.01% 679

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Valeo Financial Advisors's APA Position: Q1 2026 in Review

Valeo Financial Advisors sold out of APA Corp (APA) in Q1 2026, closing a stake of 9,813 shares — an estimated $240K sold.

Valeo Financial Advisors first reported a position in APA in Q3 2017 and held it in 20 quarters. The position peaked at $498K in Q1 2024. 818 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Valeo Financial Advisors reported no remaining APA Corp position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,813 APA Corp shares in Q1 2026, an estimated $240K.
  • Valeo Financial Advisors first reported a position in APA Corp in Q3 2017 and held it in 20 quarters.
  • Valeo Financial Advisors's APA Corp position peaked at $498K in Q1 2024.
  • 818 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.