WDS β€” WOODSIDE ENERGY GROUP LTD

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported WOODSIDE ENERGY GROUP LTD (WDS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2024 Q4. The latest visible filing shows WDS at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in WOODSIDE ENERGY GROUP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WDS was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held WDS β€” position size vs. price
% of Fund (quarterly)    WDS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,371 +812 +7.0% 0.16% $295K 2026-04-09 $23.37
2025 Q4 REDUCED 11,559 -2,000 -14.8% 0.10% $180K 2026-01-14 $15.70
2025 Q3 ADDED 13,559 +975 +7.7% 0.12% $204K 2025-10-15 $14.15
2025 Q2 REDUCED 12,584 -2,300 -15.5% 0.12% $194K 2025-07-11 $15.45
2025 Q1 REDUCED 14,884 -4,039 -21.3% 0.14% $216K 2025-04-21 $12.37
2024 Q4 INITIATED 18,923 β€” β€” 0.21% $295K 2025-02-07 $14.42

FAQ About Meriwether Wealth & Planning, LLC and WDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning WDS?

Meriwether Wealth & Planning, LLC reported WDS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WDS position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for WDS was 0.21% in 2024 Q4.

What is the latest reported WDS position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 12,371 shares, equal to 0.16% of portfolio, with an estimated market value of $295K.

What does the chart on this WDS ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly WDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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