Position in WDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$590,612
-$2,065 QoQ
Shares Held
30,570
+23.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $44,954,242 across 15 Oil & Gas E&P names. WDS ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
164,536 | $28,922,137 | |
| 2 | COP |
Conocophillips
|
68,452 | $7,116,269 | |
| 3 | EOG |
Eog Resources Inc
|
13,577 | $1,761,344 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
34,938 | $1,696,938 | |
| 5 | DVN |
Devon Energy Corp/De
|
27,669 | $1,143,283 | |
| 6 | TPL |
Texas Pacific Land Corp
|
2,337 | $1,022,764 | |
| 7 | WDS |
Woodside Energy Group Ltd
This page
|
30,570 | $590,612 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
5,231 | $477,014 |
All Filings in WDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,612 | 30,570 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $592,677 | 24,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $426,807 | 27,377 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||