CX Institutional
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CX Institutional’s Williams Companies WMB Stock Holding History

CX Institutional’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 		$754K Buy
11,098
+389
+4% +$28.3K 0.02% 389
2026
Q2 		$796K Buy
10,709
+200
+2% +$14.7K 0.02% 367
2026
Q1 		$765K Buy
10,509
+563
+6% +$39K 0.02% 380
2025
Q4 		$598K Buy
9,946
+382
+4% +$23.1K 0.02% 374
2025
Q3 		$606K Buy
9,564
+3
+0% +$176 0.02% 383
2025
Q2 		$601K Buy
9,561
+558
+6% +$32.9K 0.02% 333
2025
Q1 		$538K Buy
9,003
+506
+6% +$29K 0.02% 346
2024
Q4 		$460K Sell
8,497
-39
-0.5% -$2.1K 0.02% 354
2024
Q3 		$390K Buy
8,536
+136
+2% +$5.98K 0.02% 415
2024
Q2 		$357K Buy
8,400
+228
+3% +$9.15K 0.02% 420
2024
Q1 		$318K Sell
8,172
-143
-2% -$5.08K 0.02% 439
2023
Q4 		$290K Sell
8,315
-208
-2% -$7.3K 0.02% 415
2023
Q3 		$287K Sell
8,523
-105,901
-93% -$3.61M 0.02% 409
2023
Q2 		$3.73M Buy
+114,424
New +$3.43M 0.19% 154
2023
Q1 		– Sell
-6,792
Closed -$223K – 601
2022
Q4 		$223K Buy
+6,792
New +$221K 0.01% 478
2022
Q3 		– Sell
-3,356
Closed -$105K – 1133
2022
Q2 		$105K Buy
+3,356
New +$116K 0.01% 547
2021
Q4 		– Sell
-2,835
Closed -$74K – 902
2021
Q3 		$74K Buy
2,835
+243
+9% +$6.12K 0.01% 505
2021
Q2 		$69K Buy
2,592
+679
+35% +$17.4K 0.01% 504
2021
Q1 		$45K Buy
1,913
+294
+18% +$6.68K ﹤0.01% 512
2020
Q4 		$32K Buy
1,619
+611
+61% +$12.4K ﹤0.01% 524
2020
Q3 		$20K Buy
1,008
+149
+17% +$3.03K ﹤0.01% 548
2020
Q2 		$16K Buy
859
+362
+73% +$6.74K ﹤0.01% 494
2020
Q1 		$7K Buy
497
+128
+35% +$2.48K ﹤0.01% 517
2019
Q4 		$9K Hold
369
– – ﹤0.01% 449
2019
Q3 		$9K Buy
369
+34
+10% +$857 ﹤0.01% 484
2019
Q2 		$9K Buy
335
+49
+17% +$1.36K ﹤0.01% 514
2019
Q1 		$8K Buy
+286
New +$7.67K ﹤0.01% 485

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
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

CX Institutional's WMB Position: Q3 2026 in Review

CX Institutional increased its Williams Companies (WMB) stake by 3.6% in Q3 2026, buying an estimated $28.3K and bringing the position to 11,098 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #389.

CX Institutional first reported a position in WMB in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.73M in Q2 2023. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • CX Institutional held 11,098 shares of Williams Companies worth $754K as of Q3 2026.
  • CX Institutional bought 389 Williams Companies shares in Q3 2026, an estimated $28.3K.
  • Williams Companies made up 0.02% of CX Institutional's portfolio in Q3 2026, its #389 holding.
  • CX Institutional first reported a position in Williams Companies in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Williams Companies position peaked at $3.73M in Q2 2023.
  • 373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.