Carlton Hofferkamp & Jenks Wealth Management’s Williams Companies WMB Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
2026 Q2	$262K	Buy	3,516 +16	+0.5%	+$1.18K	0.08%	129
2026 Q1	$251K	Hold	3,500	–	–	0.08%	125
2025 Q4	$210K	Hold	3,500	–	–	0.07%	136
2025 Q3	$202K	Hold	3,500	–	–	0.07%	139
2025 Q2	$207K	Hold	3,500	–	–	0.08%	134
2025 Q1	$204K	Buy	+3,500	New	+$200K	0.08%	128
2024 Q1	–	Sell	-8,000	Closed	-$272K	–	135
2023 Q4	$272K	Hold	8,000	–	–	0.11%	114
2023 Q3	$276K	Buy	+8,000	New	+$273K	0.13%	108

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's WMB Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Williams Companies (WMB) stake by 0.46% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,516 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #129.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in WMB in Q3 2023 and has held it in 8 quarters since. The position peaked at $276K in Q3 2023. 635 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 3,516 shares of Williams Companies worth $262K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 16 Williams Companies shares in Q2 2026, an estimated $1.18K.
Williams Companies made up 0.08% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #129 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Williams Companies in Q3 2023 and has held it in 8 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's Williams Companies position peaked at $276K in Q3 2023.
635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.