American Trust Investment Advisors’s Woodside Energy WDS Stock Holding History

American Trust Investment 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 Q1	–	Sell	-17,944	Closed	-$280K	–	82
2025 Q4	$280K	Hold	17,944	–	–	0.15%	63
2025 Q3	$270K	Hold	17,944	–	–	0.14%	65
2025 Q2	$277K	Hold	17,944	–	–	0.14%	72
2025 Q1	$260K	Sell	17,944 -35	-0.2%	-$533	0.11%	96
2024 Q4	$280K	Hold	17,979	–	–	0.12%	101
2024 Q3	$310K	Buy	17,979 +4,460	+33%	+$79.1K	0.13%	98
2024 Q2	$254K	Sell	13,519 -334	-2%	-$6.21K	0.12%	75
2024 Q1	$277K	Sell	13,853 -979	-7%	-$19.8K	0.13%	74
2023 Q4	$313K	Buy	14,832 +55	+0.4%	+$1.17K	0.16%	72
2023 Q3	$344K	Hold	14,777	–	–	0.19%	62
2023 Q2	$343K	Buy	14,777 +2,535	+21%	+$58.1K	0.19%	64
2023 Q1	$275K	Hold	12,242	–	–	0.17%	70
2022 Q4	$296K	Buy	+12,242	New	+$290K	0.19%	66

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

American Trust Investment Advisors's WDS Position: Q1 2026 in Review

American Trust Investment Advisors sold out of Woodside Energy (WDS) in Q1 2026, closing a stake of 17,944 shares — an estimated $280K sold.

American Trust Investment Advisors first reported a position in WDS in Q4 2022 and held it in 13 quarters. The position peaked at $344K in Q3 2023. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

American Trust Investment Advisors reported no remaining Woodside Energy position as of Q1 2026 after selling out during the quarter.
American Trust Investment Advisors sold 17,944 Woodside Energy shares in Q1 2026, an estimated $280K.
American Trust Investment Advisors first reported a position in Woodside Energy in Q4 2022 and held it in 13 quarters.
American Trust Investment Advisors's Woodside Energy position peaked at $344K in Q3 2023.
318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.