Position in WDS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$885,339
-$226,585 QoQ
Shares Held
45,825
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#12
of 91 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $4,623,938 across 7 Oil & Gas E&P names. WDS ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
32,788 | $1,354,800 | |
| 2 | WDS |
Woodside Energy Group Ltd
This page
|
45,825 | $885,339 | |
| 3 | VOC |
VOC Energy Trust
|
297,432 | $856,604 | |
| 4 | EOG |
Eog Resources Inc
|
3,876 | $502,833 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
2,370 | $416,598 | |
| 6 | COP |
Conocophillips
|
3,811 | $396,191 | |
| 7 | RRC |
Range Resources Corp
|
5,689 | $211,573 |
All Filings in WDS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,339 | 45,825 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,111,924 | 46,563 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $722,892 | 46,369 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $590,261 | 39,220 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $524,141 | 33,969 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $466,925 | 32,224 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $394,040 | 25,259 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $368,401 | 21,369 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $322,836 | 17,163 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||