Position in WDS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$429,309
-$86,522 QoQ
Shares Held
22,221
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#119
of 304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $5,366,862 across 10 Oil & Gas E&P names. WDS ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
15,187 | $1,578,840 | |
| 2 | EOG |
Eog Resources Inc
|
6,637 | $861,018 | |
| 3 | DVN |
Devon Energy Corp/De
|
13,318 | $550,299 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
2,527 | $444,196 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
8,948 | $434,604 | |
| 6 | WDS |
Woodside Energy Group Ltd
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|
22,221 | $429,309 | |
| 7 | EQT |
EQT Corp
|
6,113 | $325,028 | |
| 8 | MTDR |
Matador Resources Co
|
5,315 | $264,580 |
All Filings in WDS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,309 | 22,221 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $515,831 | 21,601 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $194,906 | 12,502 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $206,290 | 13,707 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $218,442 | 14,157 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $198,918 | 13,728 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $203,392 | 13,038 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||