Meriwether Wealth & Planning’s Woodside Energy WDS Stock Holding History

Meriwether Wealth & Planning’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	$260K	Buy	13,474 +1,103	+9%	+$24.6K	0.13%	100
2026 Q1	$295K	Buy	12,371 +812	+7%	+$15.8K	0.16%	90
2025 Q4	$180K	Sell	11,559 -2,000	-15%	-$31.8K	0.1%	121
2025 Q3	$204K	Buy	13,559 +975	+8%	+$16.1K	0.12%	122
2025 Q2	$194K	Sell	12,584 -2,300	-15%	-$32.2K	0.12%	122
2025 Q1	$216K	Sell	14,884 -4,039	-21%	-$61.5K	0.14%	111
2024 Q4	$295K	Buy	+18,923	New	+$303K	0.21%	85

Other funds holding WDS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Meriwether Wealth & Planning's WDS Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Woodside Energy (WDS) stake by 8.9% in Q2 2026, buying an estimated $24.6K and bringing the position to 13,474 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #100.

Meriwether Wealth & Planning first reported a position in WDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q1 2026. 41 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Meriwether Wealth & Planning held 13,474 shares of Woodside Energy worth $260K as of Q2 2026.
Meriwether Wealth & Planning bought 1,103 Woodside Energy shares in Q2 2026, an estimated $24.6K.
Woodside Energy made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #100 holding.
Meriwether Wealth & Planning first reported a position in Woodside Energy in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Woodside Energy position peaked at $295K in Q1 2026.
41 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.