CVA Family Office’s Woodside Energy WDS Stock Holding History

CVA Family Office’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	$2.91K	Hold	122	–	–	﹤0.01%	1417
2025 Q4	$1.9K	Hold	122	–	–	﹤0.01%	1007
2025 Q3	$1.84K	Hold	122	–	–	﹤0.01%	1021
2025 Q2	$1.88K	Sell	122 -73	-37%	-$1.02K	﹤0.01%	1004
2025 Q1	$2.83K	Buy	+195	New	+$2.97K	﹤0.01%	964
2024 Q4	–	Sell	-73	Closed	-$1.26K	–	1344
2024 Q3	$1.26K	Sell	73 -66	-47%	-$1.17K	﹤0.01%	1043
2024 Q2	$2.62K	Sell	139 -9	-6%	-$167	﹤0.01%	919
2024 Q1	$2.96K	Sell	148 -4	-3%	-$81	﹤0.01%	886
2023 Q4	$3.21K	Buy	+152	New	+$3.24K	﹤0.01%	859
2023 Q3	–	Sell	-147	Closed	-$3.41K	–	954
2023 Q2	$3.41K	Buy	147 +61	+71%	+$1.4K	﹤0.01%	846
2023 Q1	$1.93K	Sell	86 -74	-46%	-$1.78K	﹤0.01%	861
2022 Q4	$3.87K	Buy	160 +74	+86%	+$1.75K	﹤0.01%	760
2022 Q3	$2K	Hold	86	–	–	﹤0.01%	822
2022 Q2	$2K	Buy	+86	New	+$1.95K	﹤0.01%	842

Other funds holding WDS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

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

ClearBridge Investments

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

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

Dimensional Fund Advisors

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

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