OGC
WMB icon

Oak Grove Capital’s Williams Companies WMB Stock Holding History

Oak Grove Capital’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 		$7.53M Buy
110,793
+74,293
+204% +$5.4M 0.34% 45
2026
Q2 		$2.71M Buy
+36,500
New +$2.69M 0.13% 52

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Oak Grove Capital's WMB Position: Q3 2026 in Review

Oak Grove Capital increased its Williams Companies (WMB) stake by 204% in Q3 2026, buying an estimated $5.4M and bringing the position to 110,793 shares worth $7.53M. The position accounts for 0.34% of the portfolio, ranked #45.

Oak Grove Capital first reported a position in WMB in Q2 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Oak Grove Capital held 110,793 shares of Williams Companies worth $7.53M as of Q3 2026.
  • Oak Grove Capital bought 74,293 Williams Companies shares in Q3 2026, an estimated $5.4M.
  • Williams Companies made up 0.34% of Oak Grove Capital's portfolio in Q3 2026, its #45 holding.
  • Oak Grove Capital first reported a position in Williams Companies in Q2 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.