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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GoalVest Advisory's WDS Position: Q2 2026 in Review

GoalVest Advisory sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 505 shares — an estimated $12.1K sold.

GoalVest Advisory first reported a position in WDS in Q1 2024 and held it in 9 quarters. The position peaked at $14.8K in Q1 2024. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

GoalVest Advisory reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 505 Woodside Energy shares in Q2 2026, an estimated $12.1K.
GoalVest Advisory first reported a position in Woodside Energy in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's Woodside Energy position peaked at $14.8K in Q1 2024.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.