Center for Financial Planning’s Woodside Energy WDS Stock Holding History

Center for Financial Planning’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
2025 Q4	–	Sell	-180	Closed	-$2.71K	–	736
2025 Q3	$2.71K	Hold	180	–	–	﹤0.01%	577
2025 Q2	$2.78K	Hold	180	–	–	﹤0.01%	545
2025 Q1	$2.61K	Hold	180	–	–	﹤0.01%	574
2024 Q4	$2.81K	Hold	180	–	–	﹤0.01%	518
2024 Q3	$3.1K	Hold	180	–	–	﹤0.01%	481
2024 Q2	$3.39K	Hold	180	–	–	﹤0.01%	475
2024 Q1	$3.6K	Hold	180	–	–	﹤0.01%	491
2023 Q4	$3.8K	Hold	180	–	–	﹤0.01%	433
2023 Q3	$4.19K	Hold	180	–	–	﹤0.01%	425
2023 Q2	$4.17K	Hold	180	–	–	﹤0.01%	456
2023 Q1	$4.04K	Hold	180	–	–	﹤0.01%	424
2022 Q4	$4.36K	Hold	180	–	–	﹤0.01%	421
2022 Q3	$4K	Hold	180	–	–	﹤0.01%	455
2022 Q2	$4K	Buy	+180	New	+$4.08K	﹤0.01%	445

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Center for Financial Planning's WDS Position: Q4 2025 in Review

Center for Financial Planning sold out of Woodside Energy (WDS) in Q4 2025, closing a stake of 180 shares — an estimated $2.71K sold.

Center for Financial Planning first reported a position in WDS in Q2 2022 and held it in 14 quarters. The position peaked at $4.36K in Q4 2022. 281 funds tracked by Wall St. Rank hold WDS as of Q4 2025.

Center for Financial Planning reported no remaining Woodside Energy position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 180 Woodside Energy shares in Q4 2025, an estimated $2.71K.
Center for Financial Planning first reported a position in Woodside Energy in Q2 2022 and held it in 14 quarters.
Center for Financial Planning's Woodside Energy position peaked at $4.36K in Q4 2022.
281 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.