Confluence Investment Management’s Woodside Energy WDS Stock Holding History

Confluence Investment Management’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	$1.74M	Buy	90,282 +3,136	+4%	+$69.9K	0.03%	155
2026 Q1	$2.08M	Buy	+87,146	New	+$1.69M	0.03%	146
2025 Q1	–	Sell	-24,363	Closed	-$380K	–	318
2024 Q4	$380K	Buy	24,363 +3,400	+16%	+$54.5K	0.01%	263
2024 Q3	$361K	Sell	20,963 -3,735	-15%	-$66.3K	﹤0.01%	268
2024 Q2	$465K	Buy	24,698 +759	+3%	+$14.1K	0.01%	253
2024 Q1	$478K	Sell	23,939 -561	-2%	-$11.4K	0.01%	251
2023 Q4	$517K	Sell	24,500 -1,808	-7%	-$38.5K	0.01%	240
2023 Q3	$613K	Hold	26,308	–	–	0.01%	214
2023 Q2	$610K	Sell	26,308 -3,186	-11%	-$73K	0.01%	219
2023 Q1	$662K	Buy	29,494 +298	+1%	+$7.16K	0.01%	213
2022 Q4	$707K	Sell	29,196 -394	-1%	-$9.35K	0.01%	215
2022 Q3	$597K	Buy	29,590 +400	+1%	+$8.82K	0.01%	214
2022 Q2	$629K	Buy	+29,190	New	+$662K	0.01%	218

Other funds holding WDS

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return