Highline Wealth Partners’s Woodside Energy WDS Stock Holding History

Highline Wealth Partners’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 Q3	$1.26K	Sell	57 -94	-62%	-$2.11K	﹤0.01%	1313
2026 Q2	$2.92K	Hold	151	–	–	﹤0.01%	1060
2026 Q1	$3.61K	Buy	+151	New	+$2.94K	﹤0.01%	834
2025 Q3	–	Sell	-184	Closed	-$2.84K	–	1139
2025 Q2	$2.84K	Buy	184 +159	+636%	+$2.22K	﹤0.01%	574
2025 Q1	$362	Buy	+25	New	+$380	﹤0.01%	889
2024 Q2	–	Sell	-3,614	Closed	-$72.2K	–	588
2024 Q1	$72.2K	Hold	3,614	–	–	0.03%	118
2023 Q4	$76.2K	Hold	3,614	–	–	0.04%	115
2023 Q3	$84.2K	Hold	3,614	–	–	0.05%	104
2023 Q2	$83.8K	Hold	3,614	–	–	0.05%	102
2023 Q1	$81.1K	Hold	3,614	–	–	0.06%	99
2022 Q4	$87.5K	Hold	3,614	–	–	0.06%	100
2022 Q3	$72.9K	Buy	+3,614	New	+$79.7K	0.06%	95

Other funds holding WDS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Highline Wealth Partners's WDS Position: Q3 2026 in Review

Highline Wealth Partners reduced its Woodside Energy (WDS) stake by 62% in Q3 2026, selling an estimated $2.11K and leaving 57 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Highline Wealth Partners first reported a position in WDS in Q3 2022 and has held it in 12 quarters since. The position peaked at $87.5K in Q4 2022. 198 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Highline Wealth Partners held 57 shares of Woodside Energy worth $1.26K as of Q3 2026.
Highline Wealth Partners sold 94 Woodside Energy shares in Q3 2026, an estimated $2.11K.
Woodside Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1313 holding.
Highline Wealth Partners first reported a position in Woodside Energy in Q3 2022 and has held it in 12 quarters since.
Highline Wealth Partners's Woodside Energy position peaked at $87.5K in Q4 2022.
198 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.