WMB — WILLIAMS COS INC

Ownership history in Activest Wealth Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in WILLIAMS COS INC (WMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 88 -223 -71.7% 0.00% $6K $62.38
2025 Q2 ADDED 311 +34 +12.3% 0.00% $20K $61.33
2025 Q1 ADDED 277 +268 +2977.8% 0.00% $17K $57.86
2024 Q4 INITIATED 9 — — 0.00% $487 $51.94
% of Fund (quarterly)    WMB price (monthly, adj. close)

Other funds also holding WMB

As of 2025 Q4 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 16.91% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 10.44% Robertson Opportunity Capital, LLC 3Y 7Y 9.45% Amplify Investments, LLC 9.26% RR Advisors, LLC 3Y 7Y 9.0% Heronetta Management, L.P. 3Y 7Y 8.69% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.69% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 8.63% SL ADVISORS, LLC 3Y 7Y 8.2% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.56%
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