Waverly Advisors’s APA Corp APA Stock Holding History

Waverly 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	$321K	Buy	9,849 +405	+4%	+$15.2K	﹤0.01%	1382
2026 Q1	$401K	Buy	+9,444	New	+$286K	﹤0.01%	1184
2015 Q4	–	Sell	-175	Closed	-$7K	–	142
2015 Q3	$7K	Hold	175	–	–	﹤0.01%	360
2015 Q2	$10K	Hold	175	–	–	0.01%	272
2015 Q1	$11K	Hold	175	–	–	0.01%	248
2014 Q4	$11K	Sell	175 -54	-24%	-$3.84K	0.01%	290
2014 Q3	$21K	Hold	229	–	–	0.01%	326
2014 Q2	$23K	Hold	229	–	–	0.01%	307
2014 Q1	$19K	Sell	229 -738	-76%	-$60.5K	0.01%	328
2013 Q4	$83K	Hold	967	–	–	0.03%	263
2013 Q3	$82K	Buy	+967	New	+$80.3K	0.04%	175

Other funds holding APA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waverly Advisors's APA Position: Q2 2026 in Review

Waverly Advisors increased its APA Corp (APA) stake by 4.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,849 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Waverly Advisors first reported a position in APA in Q3 2013 and has held it in 11 quarters since. The position peaked at $401K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

Waverly Advisors held 9,849 shares of APA Corp worth $321K as of Q2 2026.
Waverly Advisors bought 405 APA Corp shares in Q2 2026, an estimated $15.2K.
APA Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1382 holding.
Waverly Advisors first reported a position in APA Corp in Q3 2013 and has held it in 11 quarters since.
Waverly Advisors's APA Corp position peaked at $401K in Q1 2026.
815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.