Physician Wealth Advisors’s Woodside Energy WDS Stock Holding History

Physician Wealth Advisors’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 Q2	$1.45K	Buy	75 +24	+47%	+$535	﹤0.01%	1656
2026 Q1	$1.22K	Sell	51 -101	-66%	-$1.96K	﹤0.01%	1566
2025 Q4	$2.37K	Buy	152 +100	+192%	+$1.59K	﹤0.01%	1217
2025 Q3	$783	Hold	52	–	–	﹤0.01%	1698
2025 Q2	$803	Sell	52 -36	-41%	-$504	﹤0.01%	1554
2025 Q1	$1.28K	Buy	+88	New	+$1.34K	﹤0.01%	965

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Physician Wealth Advisors's WDS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Woodside Energy (WDS) stake by 47% in Q2 2026, buying an estimated $535 and bringing the position to 75 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Physician Wealth Advisors first reported a position in WDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37K in Q4 2025. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Physician Wealth Advisors held 75 shares of Woodside Energy worth $1.45K as of Q2 2026.
Physician Wealth Advisors bought 24 Woodside Energy shares in Q2 2026, an estimated $535.
Woodside Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1656 holding.
Physician Wealth Advisors first reported a position in Woodside Energy in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Woodside Energy position peaked at $2.37K in Q4 2025.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.