WESTCO ADVISORY SERVICES INC /ADV WMB — WILLIAMS COS INC

Ownership history in WESTCO ADVISORY SERVICES INC /ADV  ·  2 quarters on record

AI Ownership Summary

WESTCO ADVISORY SERVICES INC /ADV reported WILLIAMS COS INC (WMB) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.72% in 2026 Q1. The latest visible filing shows WMB at 0.68% 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 WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTCO ADVISORY SERVICES INC /ADV's position in WILLIAMS COS INC, 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 Q2

WMB was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

WMB stock page WESTCO ADVISORY SERVICES INC /ADV fund profile WESTCO ADVISORY SERVICES INC /ADV full holdings
How WESTCO ADVISORY SERVICES INC /ADV held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 15,096 -288 -1.9% 0.68% $1.1M 2026-07-28 $70.16
2026 Q1 INITIATED — — — 15,384 — — 0.72% $1.1M 2026-05-13 $75.16

🏢 Other funds also holding WMB

As of 2026 Q2 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.28% Heronetta Management, L.P. 3Y 7Y 17.16% Robertson Opportunity Capital, LLC 3Y 7Y 10.52% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 10.11% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 9.81% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.5% SL ADVISORS, LLC 3Y 7Y 8.35% Amplify Investments, LLC 8.24% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 8.1% RR Advisors, LLC 3Y 7Y 8.07%

FAQ About WESTCO ADVISORY SERVICES INC /ADV and WMB

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

How long has WESTCO ADVISORY SERVICES INC /ADV reported owning WMB?

WESTCO ADVISORY SERVICES INC /ADV reported WMB across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported WMB position in WESTCO ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for WMB was 0.72% in 2026 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2026 Q2, when WESTCO ADVISORY SERVICES INC /ADV reported 15,096 shares, equal to 0.68% of portfolio, with an estimated market value of $1.1M.

What does the chart on this WMB ownership page compare?

The chart compares WESTCO ADVISORY SERVICES INC /ADV's quarterly WMB 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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