CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Woodside Energy WDS Stock Holding History

CAPTRUST Financial 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
Q2 		$750K Buy
38,824
+27,630
+247% +$616K ﹤0.01% 1896
2026
Q1 		$267K Buy
11,194
+605
+6% +$11.8K ﹤0.01% 2466
2025
Q4 		$165K Sell
10,589
-1,657
-14% -$26.4K ﹤0.01% 2550
2025
Q3 		$184K Buy
12,246
+987
+9% +$16.3K ﹤0.01% 2446
2025
Q2 		$174K Sell
11,259
-877
-7% -$12.3K ﹤0.01% 2328
2025
Q1 		$176K Buy
12,136
+727
+6% +$11.1K ﹤0.01% 2184
2024
Q4 		$178K Sell
11,409
-12,604
-52% -$202K ﹤0.01% 2154
2024
Q3 		$414K Buy
24,013
+3,080
+15% +$54.6K ﹤0.01% 1685
2024
Q2 		$394K Buy
20,933
+1,038
+5% +$19.3K ﹤0.01% 1634
2024
Q1 		$397K Sell
19,895
-11,041
-36% -$223K ﹤0.01% 1611
2023
Q4 		$652K Buy
30,936
+304
+1% +$6.47K ﹤0.01% 1543
2023
Q3 		$713K Buy
30,632
+5,029
+20% +$123K ﹤0.01% 1407
2023
Q2 		$594K Buy
25,603
+98
+0.4% +$2.25K ﹤0.01% 1526
2023
Q1 		$572K Sell
25,505
-5,756
-18% -$138K ﹤0.01% 1328
2022
Q4 		$757K Buy
31,261
+8,455
+37% +$201K ﹤0.01% 1122
2022
Q3 		$460K Buy
22,806
+3,705
+19% +$81.7K ﹤0.01% 1293
2022
Q2 		$412K Buy
+19,101
New +$433K ﹤0.01% 1244

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

CAPTRUST Financial Advisors's WDS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Woodside Energy (WDS) stake by 247% in Q2 2026, buying an estimated $616K and bringing the position to 38,824 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

CAPTRUST Financial Advisors first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $757K in Q4 2022. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • CAPTRUST Financial Advisors held 38,824 shares of Woodside Energy worth $750K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 27,630 Woodside Energy shares in Q2 2026, an estimated $616K.
  • Woodside Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1896 holding.
  • CAPTRUST Financial Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Woodside Energy position peaked at $757K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.