Patron Partners’s Williams Companies WMB Stock Holding History

Patron 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
2025 Q4	–	Sell	-3,194	Closed	-$202K	–	182
2025 Q3	$202K	Sell	3,194 -1,800	-36%	-$106K	0.09%	171
2025 Q2	$314K	Buy	+4,994	New	+$295K	0.16%	141

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patron Partners's WMB Position: Q4 2025 in Review

Patron Partners sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,194 shares — an estimated $202K sold.

Patron Partners first reported a position in WMB in Q2 2025 and held it in 2 quarters. The position peaked at $314K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Patron Partners reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Patron Partners sold 3,194 Williams Companies shares in Q4 2025, an estimated $202K.
Patron Partners first reported a position in Williams Companies in Q2 2025 and held it in 2 quarters.
Patron Partners's Williams Companies position peaked at $314K in Q2 2025.
1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Patron Partners's 13F filing for Q4 2025, filed 11 Feb 2026.