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McAlvany Wealth Management’s Woodside Energy WDS Stock Holding History

McAlvany Wealth Management’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 		$2.13M Buy
110,051
+3,046
+3% +$67.9K 1.59% 27
2026
Q1 		$2.6M Buy
107,005
+12,086
+13% +$235K 1.75% 27
2025
Q4 		$1.48M Buy
+94,919
New +$1.51M 1.13% 26

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

McAlvany Wealth Management's WDS Position: Q2 2026 in Review

McAlvany Wealth Management increased its Woodside Energy (WDS) stake by 2.8% in Q2 2026, buying an estimated $67.9K and bringing the position to 110,051 shares worth $2.13M. The position accounts for 1.59% of the portfolio, ranked #27.

McAlvany Wealth Management first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.6M in Q1 2026. 305 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • McAlvany Wealth Management held 110,051 shares of Woodside Energy worth $2.13M as of Q2 2026.
  • McAlvany Wealth Management bought 3,046 Woodside Energy shares in Q2 2026, an estimated $67.9K.
  • Woodside Energy made up 1.59% of McAlvany Wealth Management's portfolio in Q2 2026, its #27 holding.
  • McAlvany Wealth Management first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • McAlvany Wealth Management's Woodside Energy position peaked at $2.6M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.