WMB β€” WILLIAMS COS INC

Ownership history in Blue Barn Wealth, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2024 Q2)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    WMB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,293 -1,703 -34.1% 0.09% $209K $62.38
2024 Q2 INITIATED 4,996 β€” β€” 0.12% $212K β€”

🏒 Other funds also holding WMB

As of 2025 Q4 β€” 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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