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Blake Schutter Theil Wealth Advisors’s Williams Companies WMB Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,550
Closed -$391K – 118
2025
Q1 		$391K Hold
6,550
– – 0.44% 73
2024
Q4 		$354K Hold
6,550
– – 0.37% 78
2024
Q3 		$299K Buy
+6,550
New +$288K 0.21% 117

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's WMB Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 6,550 shares — an estimated $391K sold.

Blake Schutter Theil Wealth Advisors first reported a position in WMB in Q3 2024 and held it in 3 quarters. The position peaked at $391K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Blake Schutter Theil Wealth Advisors reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 6,550 Williams Companies shares in Q2 2025, an estimated $391K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Williams Companies in Q3 2024 and held it in 3 quarters.
  • Blake Schutter Theil Wealth Advisors's Williams Companies position peaked at $391K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.