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Provenance Wealth Advisors’s Woodside Energy WDS Stock Holding History

Provenance 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
2025
Q2 		– Sell
-23
Closed -$333 – 549
2025
Q1 		$333 Hold
23
– – ﹤0.01% 527
2024
Q4 		$359 Hold
23
– – ﹤0.01% 546
2024
Q3 		$397 Hold
23
– – ﹤0.01% 586
2024
Q2 		$433 Sell
23
-119
-84% -$2.21K ﹤0.01% 501
2024
Q1 		$2.84K Hold
142
– – ﹤0.01% 378
2023
Q4 		$3K Buy
142
+118
+492% +$2.51K ﹤0.01% 404
2023
Q3 		$559 Buy
+24
New +$585 ﹤0.01% 456

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

Provenance Wealth Advisors's WDS Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Woodside Energy (WDS) in Q2 2025, closing a stake of 23 shares — an estimated $333 sold.

Provenance Wealth Advisors first reported a position in WDS in Q3 2023 and held it in 7 quarters. The position peaked at $3K in Q4 2023. 275 funds tracked by Wall St. Rank hold WDS as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Woodside Energy position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 23 Woodside Energy shares in Q2 2025, an estimated $333.
  • Provenance Wealth Advisors first reported a position in Woodside Energy in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Woodside Energy position peaked at $3K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.