JFS Wealth Advisors’s Woodside Energy WDS Stock Holding History

JFS Wealth Advisors’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	$12.4K	Buy	641 +7	+1%	+$156	﹤0.01%	921
2026 Q1	$15.1K	Hold	634	–	–	﹤0.01%	813
2025 Q4	$9.88K	Buy	634 +329	+108%	+$5.23K	﹤0.01%	980
2025 Q3	$4.59K	Hold	305	–	–	﹤0.01%	1149
2025 Q2	$4.71K	Sell	305 -527	-63%	-$7.38K	﹤0.01%	1109
2025 Q1	$12.1K	Buy	+832	New	+$12.7K	﹤0.01%	818
2024 Q4	–	Sell	-526	Closed	-$9.07K	–	1999
2024 Q3	$9.07K	Sell	526 -301	-36%	-$5.34K	﹤0.01%	890
2024 Q2	$15.6K	Buy	827 +257	+45%	+$4.78K	﹤0.01%	660
2024 Q1	$11.4K	Sell	570 -248	-30%	-$5.02K	﹤0.01%	776
2023 Q4	$17.3K	Sell	818 -74	-8%	-$1.58K	﹤0.01%	623
2023 Q3	$20.8K	Buy	892 +104	+13%	+$2.53K	﹤0.01%	540
2023 Q2	$18.3K	Buy	788 +189	+32%	+$4.33K	﹤0.01%	570
2023 Q1	$13.4K	Sell	599 -28	-4%	-$673	﹤0.01%	623
2022 Q4	$15.2K	Buy	627 +299	+91%	+$7.09K	﹤0.01%	588
2022 Q3	$7K	Sell	328 -121	-27%	-$2.67K	﹤0.01%	880
2022 Q2	$10K	Buy	+449	New	+$10.2K	﹤0.01%	776

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

JFS Wealth Advisors's WDS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Woodside Energy (WDS) stake by 1.1% in Q2 2026, buying an estimated $156 and bringing the position to 641 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

JFS Wealth Advisors first reported a position in WDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.8K in Q3 2023. 305 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

JFS Wealth Advisors held 641 shares of Woodside Energy worth $12.4K as of Q2 2026.
JFS Wealth Advisors bought 7 Woodside Energy shares in Q2 2026, an estimated $156.
Woodside Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #921 holding.
JFS Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 16 quarters since.
JFS Wealth Advisors's Woodside Energy position peaked at $20.8K in Q3 2023.
305 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.