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Bruce G. Allen Investments’s Woodside Energy WDS Stock Holding History

Bruce G. Allen Investments’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
Q2 		$25K Sell
1,296
-129
-9% -$2.87K 0.02% 376
2026
Q1 		$34K Hold
1,425
– – 0.02% 334
2025
Q4 		$22.2K Sell
1,425
-124
-8% -$1.97K 0.02% 387
2025
Q3 		$23.3K Hold
1,549
– – 0.02% 381
2025
Q2 		$23.9K Buy
1,549
+978
+171% +$13.7K 0.02% 369
2025
Q1 		$8.27K Sell
571
-747
-57% -$11.4K 0.01% 489
2024
Q4 		$20.6K Buy
1,318
+76
+6% +$1.22K 0.02% 381
2024
Q3 		$21.4K Buy
1,242
+553
+80% +$9.81K 0.02% 378
2024
Q2 		$13K Buy
689
+326
+90% +$6.07K 0.01% 426
2024
Q1 		$7.25K Sell
363
-371
-51% -$7.51K 0.01% 529
2023
Q4 		$15.5K Buy
+734
New +$15.6K 0.01% 403

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bruce G. Allen Investments's WDS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Woodside Energy (WDS) stake by 9.1% in Q2 2026, selling an estimated $2.87K and leaving 1,296 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #376.

Bruce G. Allen Investments first reported a position in WDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $34K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Bruce G. Allen Investments held 1,296 shares of Woodside Energy worth $25K as of Q2 2026.
  • Bruce G. Allen Investments sold 129 Woodside Energy shares in Q2 2026, an estimated $2.87K.
  • Woodside Energy made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #376 holding.
  • Bruce G. Allen Investments first reported a position in Woodside Energy in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Woodside Energy position peaked at $34K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.