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Ovata Capital Management’s Woodside Energy WDS Stock Holding History

Ovata Capital 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
Q3 		– Sell
-55,600
Closed -$858K – 51
2025
Q2 		$858K Buy
+55,600
New +$778K 0.19% 34
2022
Q3 		– Sell
-11,255
Closed -$246K – 53
2022
Q2 		$246K Buy
+11,255
New +$255K 0.07% 35

Other funds holding WDS

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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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Ovata Capital Management's WDS Position: Q3 2025 in Review

Ovata Capital Management sold out of Woodside Energy (WDS) in Q3 2025, closing a stake of 55,600 shares — an estimated $858K sold.

Ovata Capital Management first reported a position in WDS in Q2 2022 and held it in 2 quarters. The position peaked at $858K in Q2 2025. 256 funds tracked by Wall St. Rank hold WDS as of Q3 2025.

  • Ovata Capital Management reported no remaining Woodside Energy position as of Q3 2025 after selling out during the quarter.
  • Ovata Capital Management sold 55,600 Woodside Energy shares in Q3 2025, an estimated $858K.
  • Ovata Capital Management first reported a position in Woodside Energy in Q2 2022 and held it in 2 quarters.
  • Ovata Capital Management's Woodside Energy position peaked at $858K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2025.

Based on Ovata Capital Management's 13F filing for Q3 2025, filed 21 Nov 2025.