Oppenheimer & Co’s Woodside Energy WDS Stock Holding History

Oppenheimer & Co’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 Q1	$1.98M	Sell	82,754 -651	-0.8%	-$12.7K	0.02%	597
2025 Q4	$1.3M	Buy	83,405 +1,554	+2%	+$24.7K	0.02%	691
2025 Q3	$1.23M	Buy	81,851 +5,996	+8%	+$98.8K	0.02%	796
2025 Q2	$1.17M	Buy	75,855 +5,649	+8%	+$79K	0.02%	782
2025 Q1	$1.02M	Buy	70,206 +12,963	+23%	+$197K	0.02%	804
2024 Q4	$893K	Buy	57,243 +11,620	+25%	+$186K	0.01%	835
2024 Q3	$787K	Buy	45,623 +7,174	+19%	+$127K	0.01%	869
2024 Q2	$723K	Buy	38,449 +8,413	+28%	+$157K	0.01%	880
2024 Q1	$600K	Buy	30,036 +6,062	+25%	+$123K	0.01%	934
2023 Q4	$506K	Buy	23,974 +4,609	+24%	+$98.1K	0.01%	962
2023 Q3	$451K	Buy	19,365 +2,871	+17%	+$69.9K	0.01%	985
2023 Q2	$382K	Buy	16,494 +2,759	+20%	+$63.2K	0.01%	1072
2023 Q1	$308K	Buy	13,735 +1,142	+9%	+$27.4K	0.01%	1123
2022 Q4	$305K	Buy	12,593 +210	+2%	+$4.98K	0.01%	1082
2022 Q3	$250K	Buy	12,383 +2,711	+28%	+$59.8K	0.01%	1133
2022 Q2	$208K	Buy	+9,672	New	+$219K	﹤0.01%	1256

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return