Financial Management Professionals’s Woodside Energy WDS Stock Holding History

Financial Management Professionals’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	$193	Hold	10	–	–	﹤0.01%	1011
2026 Q1	$239	Hold	10	–	–	﹤0.01%	929
2025 Q4	$156	Hold	10	–	–	﹤0.01%	949
2025 Q3	$151	Hold	10	–	–	﹤0.01%	930
2025 Q2	$154	Hold	10	–	–	﹤0.01%	989
2025 Q1	$145	Hold	10	–	–	﹤0.01%	967
2024 Q4	$156	Hold	10	–	–	﹤0.01%	962
2024 Q3	$0	Hold	10	–	–	﹤0.01%	1055
2024 Q2	$0	Hold	10	–	–	﹤0.01%	1038
2024 Q1	$0	Hold	10	–	–	﹤0.01%	1099
2023 Q4	$0	Hold	10	–	–	﹤0.01%	1065
2023 Q3	$0	Hold	10	–	–	﹤0.01%	1069
2023 Q2	$0	Buy	+10	New	+$229	﹤0.01%	1136

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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