GoalVest Advisory’s Woodside Energy WDS Stock Holding History

GoalVest Advisory’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	–	Sell	-505	Closed	-$12.1K	–	563
2026 Q1	$12.1K	Hold	505	–	–	﹤0.01%	363
2025 Q4	$7.87K	Sell	505 -234	-32%	-$3.72K	﹤0.01%	439
2025 Q3	$11.1K	Hold	739	–	–	﹤0.01%	325
2025 Q2	$11.4K	Hold	739	–	–	﹤0.01%	301
2025 Q1	$10.7K	Hold	739	–	–	﹤0.01%	264
2024 Q4	$11.5K	Hold	739	–	–	﹤0.01%	276
2024 Q3	$12.7K	Hold	739	–	–	﹤0.01%	298
2024 Q2	$13.9K	Hold	739	–	–	﹤0.01%	259
2024 Q1	$14.8K	Buy	+739	New	+$15K	﹤0.01%	292

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