Aaron Wealth Advisors’s Woodside Energy WDS Stock Holding History

Aaron Wealth Advisors’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	$554K	Buy	24,976 +2,755	+12%	+$62K	0.03%	410
2026 Q2	$429K	Buy	22,221 +620	+3%	+$13.8K	0.02%	469
2026 Q1	$516K	Buy	21,601 +9,099	+73%	+$177K	0.03%	385
2025 Q4	$195K	Sell	12,502 -1,205	-9%	-$19.2K	0.01%	665
2025 Q3	$206K	Sell	13,707 -450	-3%	-$7.42K	0.01%	621
2025 Q2	$218K	Buy	14,157 +429	+3%	+$6K	0.02%	447
2025 Q1	$199K	Buy	13,728 +690	+5%	+$10.5K	0.02%	439
2024 Q4	$203K	Buy	+13,038	New	+$209K	0.02%	437

Other funds holding WDS

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return

Aaron Wealth Advisors's WDS Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Woodside Energy (WDS) stake by 12% in Q3 2026, buying an estimated $62K and bringing the position to 24,976 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #410.

Aaron Wealth Advisors first reported a position in WDS in Q4 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Aaron Wealth Advisors held 24,976 shares of Woodside Energy worth $554K as of Q3 2026.
Aaron Wealth Advisors bought 2,755 Woodside Energy shares in Q3 2026, an estimated $62K.
Woodside Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #410 holding.
Aaron Wealth Advisors first reported a position in Woodside Energy in Q4 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.