Castleview Partners’s Williams Companies WMB Stock Holding History

Castleview Partners’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 Q3	$450K	Buy	6,619 +355	+6%	+$25.8K	0.2%	124
2026 Q2	$466K	Buy	6,264 +1,054	+20%	+$77.6K	0.2%	122
2026 Q1	$379K	Buy	5,210 +402	+8%	+$27.8K	0.19%	120
2025 Q4	$289K	Buy	4,808 +524	+12%	+$31.7K	0.14%	145
2025 Q3	$271K	Sell	4,284 -123	-3%	-$7.22K	0.15%	142
2025 Q2	$277K	Sell	4,407 -85	-2%	-$5.02K	0.18%	139
2025 Q1	$268K	Buy	4,492 +183	+4%	+$10.5K	0.18%	138
2024 Q4	$241K	Sell	4,309 -122	-3%	-$6.58K	0.13%	170
2024 Q3	$202K	Sell	4,431 -134	-3%	-$5.89K	0.12%	170
2024 Q2	$194K	Buy	+4,565	New	+$183K	0.11%	177
2023 Q3	–	Sell	-204	Closed	-$6.67K	–	772
2023 Q2	$6.67K	Buy	204 +2	+1%	+$60	0.01%	473
2023 Q1	$6.02K	Buy	202 +4	+2%	+$124	0.01%	478
2022 Q4	$6.53K	Buy	+198	New	+$6.45K	0.01%	421

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Castleview Partners's WMB Position: Q3 2026 in Review

Castleview Partners increased its Williams Companies (WMB) stake by 5.7% in Q3 2026, buying an estimated $25.8K and bringing the position to 6,619 shares worth $450K. The position accounts for 0.2% of the portfolio, ranked #124.

Castleview Partners first reported a position in WMB in Q4 2022 and has held it in 13 quarters since. The position peaked at $466K in Q2 2026. 362 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Castleview Partners held 6,619 shares of Williams Companies worth $450K as of Q3 2026.
Castleview Partners bought 355 Williams Companies shares in Q3 2026, an estimated $25.8K.
Williams Companies made up 0.2% of Castleview Partners's portfolio in Q3 2026, its #124 holding.
Castleview Partners first reported a position in Williams Companies in Q4 2022 and has held it in 13 quarters since.
Castleview Partners's Williams Companies position peaked at $466K in Q2 2026.
362 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.