RAFFA WEALTH MANAGEMENT, LLC’s Woodside Energy WDS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.2K	Buy	114 +42	+58%	+$936	﹤0.01%	811
2026 Q1	$1.72K	Hold	72	–	–	﹤0.01%	804
2025 Q4	$1.12K	Hold	72	–	–	﹤0.01%	903
2025 Q3	$1.08K	Hold	72	–	–	﹤0.01%	873
2025 Q2	$1.11K	Hold	72	–	–	﹤0.01%	840
2025 Q1	$1.04K	Hold	72	–	–	﹤0.01%	817
2024 Q4	$1.12K	Hold	72	–	–	﹤0.01%	842
2024 Q3	$1.24K	Hold	72	–	–	﹤0.01%	782
2024 Q2	$1.35K	Hold	72	–	–	﹤0.01%	817
2024 Q1	$1.44K	Hold	72	–	–	﹤0.01%	789
2023 Q4	$1.52K	Hold	72	–	–	﹤0.01%	696
2023 Q3	$1.68K	Hold	72	–	–	﹤0.01%	642
2023 Q2	$1.67K	Hold	72	–	–	﹤0.01%	662
2023 Q1	$1.61K	Hold	72	–	–	﹤0.01%	664
2022 Q4	$1.74K	Hold	72	–	–	﹤0.01%	632
2022 Q3	$1.45K	Hold	72	–	–	﹤0.01%	689
2022 Q2	$1.55K	Buy	+72	New	+$1.63K	﹤0.01%	673

Other funds holding WDS

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WDS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Woodside Energy (WDS) stake by 58% in Q2 2026, buying an estimated $936 and bringing the position to 114 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. 91 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 114 shares of Woodside Energy worth $2.2K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 42 Woodside Energy shares in Q2 2026, an estimated $936.
Woodside Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #811 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
91 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.