James T. Borello RIA’s Woodside Energy WDS Stock Holding History

James T. Borello RIA’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 Q3	$31.9K	Buy	1,441 +630	+78%	+$14.2K	0.01%	319
2026 Q2	$15.7K	Sell	811 -854	-51%	-$19K	﹤0.01%	478
2026 Q1	$39.8K	Buy	1,665 +1,641	+6,838%	+$31.9K	0.01%	249
2025 Q4	$374	Buy	+24	New	+$382	﹤0.01%	955

Other funds holding WDS

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

James T. Borello RIA's WDS Position: Q3 2026 in Review

James T. Borello RIA increased its Woodside Energy (WDS) stake by 78% in Q3 2026, buying an estimated $14.2K and bringing the position to 1,441 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #319.

James T. Borello RIA first reported a position in WDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $39.8K in Q1 2026. 59 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

James T. Borello RIA held 1,441 shares of Woodside Energy worth $31.9K as of Q3 2026.
James T. Borello RIA bought 630 Woodside Energy shares in Q3 2026, an estimated $14.2K.
Woodside Energy made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #319 holding.
James T. Borello RIA first reported a position in Woodside Energy in Q4 2025 and has held it in 4 quarters since.
James T. Borello RIA's Woodside Energy position peaked at $39.8K in Q1 2026.
59 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.