WTFG
WDS icon

Wood Tarver Financial Group’s Woodside Energy WDS Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-313
Closed -$4K – 649
2025
Q2 		$4K Hold
313
– – ﹤0.01% 487
2025
Q1 		$4.54K Hold
313
– – ﹤0.01% 471
2024
Q4 		$4K Buy
+313
New +$5.02K ﹤0.01% 472

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Wood Tarver Financial Group's WDS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Woodside Energy (WDS) in Q3 2025, closing a stake of 313 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in WDS in Q4 2024 and held it in 3 quarters. The position peaked at $4.54K in Q1 2025. 256 funds tracked by Wall St. Rank hold WDS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Woodside Energy position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 313 Woodside Energy shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in Woodside Energy in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Woodside Energy position peaked at $4.54K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.