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Twin Peaks Wealth Advisors’s Woodside Energy WDS Stock Holding History

Twin Peaks 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 		– Sell
-1,458
Closed -$34.8K – 2194
2026
Q1 		$34.8K Buy
+1,458
New +$28.4K 0.01% 525
2025
Q3 		– Sell
-614
Closed -$10.8K – 2122
2025
Q2 		$10.8K Buy
+614
New +$8.59K ﹤0.01% 904

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Twin Peaks Wealth Advisors's WDS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 1,458 shares — an estimated $34.8K sold.

Twin Peaks Wealth Advisors first reported a position in WDS in Q2 2025 and held it in 2 quarters. The position peaked at $34.8K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,458 Woodside Energy shares in Q2 2026, an estimated $34.8K.
  • Twin Peaks Wealth Advisors first reported a position in Woodside Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Woodside Energy position peaked at $34.8K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.