Nichols & Pratt Advisers’s Woodside Energy WDS Stock Holding History

Nichols & Pratt Advisers’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	$2.95M	Buy	135,356 +75	+0.1%	+$1.69K	0.18%	55
2026 Q2	$2.61M	Sell	135,281 -1,507	-1%	-$33.6K	0.16%	54
2026 Q1	$3.27M	Sell	136,788 -9,076	-6%	-$176K	0.21%	51
2025 Q4	$2.27M	Sell	145,864 -1,481	-1%	-$23.6K	0.14%	59
2025 Q3	$2.22M	Sell	147,345 -1,152	-0.8%	-$19K	0.14%	54
2025 Q2	$2.29M	Sell	148,497 -9,348	-6%	-$131K	0.15%	54
2025 Q1	$2.29M	Buy	157,845 +30,266	+24%	+$460K	0.16%	54
2024 Q4	$1.99M	Sell	127,579 -23,187	-15%	-$372K	0.13%	56
2024 Q3	$2.61M	Sell	150,766 -107,714	-42%	-$1.91M	0.17%	54
2024 Q2	$4.86M	Buy	258,480 +1,031	+0.4%	+$19.2K	0.33%	38
2024 Q1	$5.14M	Buy	257,449 +2,580	+1%	+$52.2K	0.35%	38
2023 Q4	$5.38M	Sell	254,869 -400	-0.2%	-$8.52K	0.38%	39
2023 Q3	$5.88M	Buy	255,269 +6,091	+2%	+$148K	0.45%	36
2023 Q2	$5.78M	Buy	249,178 +16,893	+7%	+$387K	0.42%	39
2023 Q1	$5.24M	Buy	232,285 +32,777	+16%	+$787K	0.4%	43
2022 Q4	$4.78M	Buy	199,508 +32,057	+19%	+$760K	0.38%	43
2022 Q3	$3.38M	Buy	+167,451	New	+$3.69M	0.3%	47

Other funds holding WDS

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nichols & Pratt Advisers's WDS Position: Q3 2026 in Review

Nichols & Pratt Advisers increased its Woodside Energy (WDS) stake by 0.06% in Q3 2026, buying an estimated $1.69K and bringing the position to 135,356 shares worth $2.95M. The position accounts for 0.18% of the portfolio, ranked #55.

Nichols & Pratt Advisers first reported a position in WDS in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.88M in Q3 2023. 24 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Nichols & Pratt Advisers held 135,356 shares of Woodside Energy worth $2.95M as of Q3 2026.
Nichols & Pratt Advisers bought 75 Woodside Energy shares in Q3 2026, an estimated $1.69K.
Woodside Energy made up 0.18% of Nichols & Pratt Advisers's portfolio in Q3 2026, its #55 holding.
Nichols & Pratt Advisers first reported a position in Woodside Energy in Q3 2022 and has held it in 17 quarters since.
Nichols & Pratt Advisers's Woodside Energy position peaked at $5.88M in Q3 2023.
24 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.