Five Oceans Advisors’s Williams Companies WMB Stock Holding History

Five Oceans 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
2026 Q2	$260K	Sell	3,492 -5	-0.1%	-$368	0.08%	164
2026 Q1	$255K	Buy	3,497 +4	+0.1%	+$277	0.09%	144
2025 Q4	$210K	Buy	3,493 +3	+0.1%	+$181	0.07%	178
2025 Q3	$221K	Sell	3,490 -81	-2%	-$4.75K	0.08%	168
2025 Q2	$224K	Buy	3,571 +17	+0.5%	+$1K	0.1%	163
2025 Q1	$212K	Buy	+3,554	New	+$203K	0.1%	159

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Five Oceans Advisors's WMB Position: Q2 2026 in Review

Five Oceans Advisors reduced its Williams Companies (WMB) stake by 0.14% in Q2 2026, selling an estimated $368 and leaving 3,492 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #164.

Five Oceans Advisors first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Five Oceans Advisors held 3,492 shares of Williams Companies worth $260K as of Q2 2026.
Five Oceans Advisors sold 5 Williams Companies shares in Q2 2026, an estimated $368.
Williams Companies made up 0.08% of Five Oceans Advisors's portfolio in Q2 2026, its #164 holding.
Five Oceans Advisors first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.