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Mission Wealth Management’s Woodside Energy WDS Stock Holding History

Mission 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
2025
Q2 		– Sell
-12,692
Closed -$184K – 714
2025
Q1 		$184K Buy
12,692
+1,042
+9% +$15.9K ﹤0.01% 644
2024
Q4 		$182K Buy
11,650
+881
+8% +$14.1K ﹤0.01% 630
2024
Q3 		$186K Sell
10,769
-350
-3% -$6.21K ﹤0.01% 644
2024
Q2 		$209K Buy
11,119
+154
+1% +$2.87K 0.01% 606
2024
Q1 		$219K Sell
10,965
-1,042
-9% -$21.1K 0.01% 627
2023
Q4 		$253K Buy
12,007
+113
+1% +$2.41K 0.01% 511
2023
Q3 		$277K Sell
11,894
-1,326
-10% -$32.3K 0.01% 453
2023
Q2 		$307K Sell
13,220
-672
-5% -$15.4K 0.01% 448
2023
Q1 		$312K Sell
13,892
-1,972
-12% -$47.4K 0.01% 439
2022
Q4 		$384K Buy
15,864
+391
+3% +$9.27K 0.02% 377
2022
Q3 		$312K Sell
15,473
-722
-4% -$15.9K 0.02% 389
2022
Q2 		$349K Buy
+16,195
New +$367K 0.02% 369

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mission Wealth Management's WDS Position: Q2 2025 in Review

Mission Wealth Management sold out of Woodside Energy (WDS) in Q2 2025, closing a stake of 12,692 shares — an estimated $184K sold.

Mission Wealth Management first reported a position in WDS in Q2 2022 and held it in 12 quarters. The position peaked at $384K in Q4 2022. 275 funds tracked by Wall St. Rank hold WDS as of Q2 2025.

  • Mission Wealth Management reported no remaining Woodside Energy position as of Q2 2025 after selling out during the quarter.
  • Mission Wealth Management sold 12,692 Woodside Energy shares in Q2 2025, an estimated $184K.
  • Mission Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 12 quarters.
  • Mission Wealth Management's Woodside Energy position peaked at $384K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.