Superior Planning, LLC’s Woodside Energy WDS Stock Holding History

Superior Planning, LLC’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.1K	Buy	+950	New	+$21.4K	0.01%	679

Other funds holding WDS

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's WDS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Woodside Energy (WDS) in Q3 2026: 950 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings.

232 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Superior Planning, LLC held 950 shares of Woodside Energy worth $21.1K as of Q3 2026.
Woodside Energy was a new Superior Planning, LLC position in Q3 2026.
Woodside Energy made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #679 holding.
232 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.