Meriwether Wealth & Planning
WDS icon

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
Q3 		$241K Sell
10,874
-2,600
-19% -$58.5K 0.11% 104
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

Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
BankChampaign National Association
BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Meriwether Wealth & Planning's WDS Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Woodside Energy (WDS) stake by 19% in Q3 2026, selling an estimated $58.5K and leaving 10,874 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #104.

Meriwether Wealth & Planning first reported a position in WDS in Q4 2024 and has held it in 8 quarters since. The position peaked at $295K in Q1 2026. 58 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Meriwether Wealth & Planning held 10,874 shares of Woodside Energy worth $241K as of Q3 2026.
  • Meriwether Wealth & Planning sold 2,600 Woodside Energy shares in Q3 2026, an estimated $58.5K.
  • Woodside Energy made up 0.11% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #104 holding.
  • Meriwether Wealth & Planning first reported a position in Woodside Energy in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Woodside Energy position peaked at $295K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.