Wealth Preservation Advisors’s Woodside Energy WDS Stock Holding History

Wealth Preservation 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	-72	Closed	-$1.72K	–	942
2026 Q1	$1.72K	Hold	72	–	–	﹤0.01%	613
2025 Q4	$1.12K	Hold	72	–	–	﹤0.01%	563
2025 Q3	$1.08K	Buy	+72	New	+$1.19K	﹤0.01%	537

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

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

Wealth Preservation Advisors sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 72 shares — an estimated $1.72K sold.

Wealth Preservation Advisors first reported a position in WDS in Q3 2025 and held it in 3 quarters. The position peaked at $1.72K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Wealth Preservation Advisors reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 72 Woodside Energy shares in Q2 2026, an estimated $1.72K.
Wealth Preservation Advisors first reported a position in Woodside Energy in Q3 2025 and held it in 3 quarters.
Wealth Preservation Advisors's Woodside Energy position peaked at $1.72K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.