Patton Fund Management’s Williams Companies WMB Stock Holding History

Patton Fund Management’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	–	Sell	-3,731	Closed	-$272K	–	469
2026 Q1	$272K	Hold	3,731	–	–	0.05%	224
2025 Q4	$224K	Hold	3,731	–	–	0.03%	312
2025 Q3	$236K	Hold	3,731	–	–	0.04%	320
2025 Q2	$234K	Buy	+3,731	New	+$220K	0.05%	281
2023 Q1	–	Sell	-49,836	Closed	-$1.64M	–	226
2022 Q4	$1.64M	Buy	49,836 +897	+2%	+$29.2K	0.48%	72
2022 Q3	$1.4M	Sell	48,939 -4,215	-8%	-$137K	0.57%	53
2022 Q2	$1.66M	Sell	53,154 -38,364	-42%	-$1.32M	0.62%	52
2022 Q1	$3.06M	Sell	91,518 -79	-0.1%	-$2.41K	0.84%	47
2021 Q4	$2.38M	Buy	+91,597	New	+$2.53M	0.72%	43

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Patton Fund Management's WMB Position: Q2 2026 in Review

Patton Fund Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,731 shares — an estimated $272K sold.

Patton Fund Management first reported a position in WMB in Q4 2021 and held it in 9 quarters. The position peaked at $3.06M in Q1 2022. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Patton Fund Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 3,731 Williams Companies shares in Q2 2026, an estimated $272K.
Patton Fund Management first reported a position in Williams Companies in Q4 2021 and held it in 9 quarters.
Patton Fund Management's Williams Companies position peaked at $3.06M in Q1 2022.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.