WMB — WILLIAMS COS INC

Ownership history in PFG Advisors  ·  4 quarters on record

This page tracks every 13F SEC filing in which PFG Advisors 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.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.02%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,881 +527 +12.1% 0.01% $309K $62.38
2025 Q2 REDUCED 4,354 -1,866 -30.0% 0.01% $273K $61.33
2023 Q2 REDUCED 6,220 -148 -2.3% 0.02% $203K $29.21
2022 Q4 INITIATED 6,368 — — 0.02% $210K —
% 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%
← Back to PFG Advisors Holdings