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Kelleher Financial Advisors’s Woodside Energy WDS Stock Holding History

Kelleher Financial 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 		$153K Sell
7,915
-458
-5% -$10.2K 0.02% 321
2026
Q1 		$129K Buy
8,373
+568
+7% +$11K 0.03% 253
2025
Q4 		$122K Sell
7,805
-568
-7% -$9.03K 0.03% 281
2025
Q3 		$126K Buy
+8,373
New +$138K 0.03% 230

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

Kelleher Financial Advisors's WDS Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Woodside Energy (WDS) stake by 5.5% in Q2 2026, selling an estimated $10.2K and leaving 7,915 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #321.

Kelleher Financial Advisors first reported a position in WDS in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Kelleher Financial Advisors held 7,915 shares of Woodside Energy worth $153K as of Q2 2026.
  • Kelleher Financial Advisors sold 458 Woodside Energy shares in Q2 2026, an estimated $10.2K.
  • Woodside Energy made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #321 holding.
  • Kelleher Financial Advisors first reported a position in Woodside Energy in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.