Position in WDS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$245,518
-$553,982 QoQ
Shares Held
12,708
-66.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 304 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Choate Investment Advisors holds $9,700,524 across 6 Oil & Gas E&P names. WDS ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
52,226 | $5,429,414 | |
| 2 | EOG |
Eog Resources Inc
|
19,217 | $2,493,021 | |
| 3 | TPL |
Texas Pacific Land Corp
|
2,041 | $893,223 | |
| 4 | DVN |
Devon Energy Corp/De
|
10,329 | $426,794 | |
| 5 | WDS |
Woodside Energy Group Ltd
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|
12,708 | $245,518 | |
| 6 | DMLP |
Dorchester Minerals, L.P.
|
8,418 | $212,554 |
All Filings in WDS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,518 | 12,708 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $799,500 | 37,909 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $621,516 | 26,686 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $618,848 | 26,686 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $339,321 | 15,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $366,248 | 15,128 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||