Position in WDS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$453,671
-$109,251 QoQ
Shares Held
23,482
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#118
of 304 holders
Holding Since
Jun 2025
5 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, 2026Compound Planning, Inc. holds $7,307,915 across 12 Oil & Gas E&P names. WDS ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
19,227 | $1,998,838 | |
| 2 | EOG |
Eog Resources Inc
|
8,273 | $1,073,255 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
26,199 | $1,034,860 | |
| 4 | APA |
APA Corp
|
15,462 | $503,596 | |
| 5 | WDS |
Woodside Energy Group Ltd
This page
|
23,482 | $453,671 | |
| 6 | DVN |
Devon Energy Corp/De
|
10,159 | $419,769 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
2,149 | $377,750 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
7,062 | $343,001 |
All Filings in WDS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,671 | 23,482 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $562,922 | 23,573 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $293,917 | 18,853 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $308,916 | 20,526 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $271,845 | 17,618 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||