Jones Financial Companies
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Jones Financial Companies’s Woodside Energy WDS Stock Holding History

Jones Financial Companies’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
Q1 		$764K Buy
30,831
+10,401
+51% +$202K ﹤0.01% 1835
2025
Q4 		$319K Buy
20,430
+236
+1% +$3.75K ﹤0.01% 1706
2025
Q3 		$310K Sell
20,194
-407
-2% -$6.71K ﹤0.01% 1604
2025
Q2 		$318K Buy
20,601
+14,368
+231% +$201K ﹤0.01% 1464
2025
Q1 		$92.9K Buy
6,233
+1,698
+37% +$25.8K ﹤0.01% 1802
2024
Q4 		$70.8K Buy
4,535
+72
+2% +$1.15K ﹤0.01% 1756
2024
Q3 		$76.1K Buy
4,463
+2,614
+141% +$46.4K ﹤0.01% 1496
2024
Q2 		$34.8K Buy
1,849
+1,794
+3,262% +$33.4K ﹤0.01% 1374
2024
Q1 		$1.1K Sell
55
-62
-53% -$1.25K ﹤0.01% 1299
2023
Q4 		$2.47K Sell
117
-45
-28% -$958 ﹤0.01% 884
2023
Q3 		$3.77K Buy
+162
New +$3.95K ﹤0.01% 528
2023
Q2 		– Sell
-236
Closed -$5.29K – 601
2023
Q1 		$5.29K Buy
236
+215
+1,024% +$5.17K ﹤0.01% 515
2022
Q4 		$1K Buy
+21
New +$498 ﹤0.01% 719

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Northern Trust
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First Trust Advisors
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return