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
Q2 		$682K Buy
35,995
+5,164
+17% +$115K ﹤0.01% 2073
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

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies's WDS Position: Q2 2026 in Review

Jones Financial Companies increased its Woodside Energy (WDS) stake by 17% in Q2 2026, buying an estimated $115K and bringing the position to 35,995 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Jones Financial Companies first reported a position in WDS in Q4 2022 and has held it in 14 quarters since. The position peaked at $764K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Jones Financial Companies held 35,995 shares of Woodside Energy worth $682K as of Q2 2026.
  • Jones Financial Companies bought 5,164 Woodside Energy shares in Q2 2026, an estimated $115K.
  • Woodside Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2073 holding.
  • Jones Financial Companies first reported a position in Woodside Energy in Q4 2022 and has held it in 14 quarters since.
  • Jones Financial Companies's Woodside Energy position peaked at $764K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.