Pin Oak Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $324K | Buy |
4,445
+4,000
| +899% | +$277K | 0.23% | 79 |
|
|
2025
Q4 | $30K | Hold |
445
| – | – | 0.02% | 266 |
|
|
2025
Q3 | $28.2K | Sell |
445
-603
| -58% | -$35.4K | 0.02% | 270 |
|
|
2025
Q2 | $62K | Hold |
1,048
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $62K | Sell |
1,048
-500
| -32% | -$28.6K | 0.05% | 176 |
|
|
2024
Q4 | $71K | Hold |
1,548
| – | – | 0.06% | 158 |
|
|
2024
Q3 | $70K | Hold |
1,548
| – | – | 0.06% | 159 |
|
|
2024
Q2 | $66K | Buy |
1,548
+220
| +17% | +$8.82K | 0.06% | 153 |
|
|
2024
Q1 | $52K | Hold |
1,328
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $46K | Hold |
1,328
| – | – | 0.05% | 173 |
|
|
2023
Q3 | $45K | Hold |
1,328
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $43K | Hold |
1,328
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $40K | Hold |
1,328
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $44K | Buy |
1,328
+500
| +60% | +$16.3K | 0.05% | 150 |
|
|
2022
Q3 | $24K | Hold |
828
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $26K | Hold |
828
| – | – | 0.03% | 204 |
|
|
2022
Q1 | $28K | Hold |
828
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $22K | Buy |
828
+225
| +37% | +$6.22K | 0.02% | 254 |
|
|
2021
Q3 | $16K | Hold |
603
| – | – | 0.02% | 271 |
|
|
2021
Q2 | $16K | Hold |
603
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $14K | Sell |
603
-3,759
| -86% | -$85.4K | 0.01% | 292 |
|
|
2020
Q4 | $87K | Hold |
4,362
| – | – | 0.07% | 147 |
|
|
2020
Q3 | $86K | Hold |
4,362
| – | – | 0.08% | 135 |
|
|
2020
Q2 | $83K | Hold |
4,362
| – | – | 0.08% | 139 |
|
|
2020
Q1 | $62K | Sell |
4,362
-2,294
| -34% | -$44.4K | 0.06% | 158 |
|
|
2019
Q4 | $158K | Sell |
6,656
-807
| -11% | -$18.5K | 0.13% | 117 |
|
|
2019
Q3 | $180K | Sell |
7,463
-189
| -2% | -$4.76K | 0.15% | 107 |
|
|
2019
Q2 | $215K | Buy |
7,652
+791
| +12% | +$22K | 0.17% | 102 |
|
|
2019
Q1 | $197K | Buy |
6,861
+1
| +0% | +$27 | 0.16% | 106 |
|
|
2018
Q4 | $151K | Sell |
6,860
-408
| -6% | -$10.2K | 0.13% | 119 |
|
|
2018
Q3 | $198K | Buy |
7,268
+4,396
| +153% | +$128K | 0.15% | 117 |
|
|
2018
Q2 | $78K | Hold |
2,872
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $71K | Buy |
2,872
+1,050
| +58% | +$31K | 0.06% | 171 |
|
|
2017
Q4 | $56K | Buy |
+1,822
| New | +$53K | 0.04% | 182 |
|
Other funds holding WMB
VCM
VPM
Pin Oak Investment Advisors's WMB Position: Q1 2026 in Review
Pin Oak Investment Advisors increased its Williams Companies (WMB) stake by 899% in Q1 2026, buying an estimated $277K and bringing the position to 4,445 shares worth $324K. The position accounts for 0.23% of the portfolio, ranked #79.
Pin Oak Investment Advisors first reported a position in WMB in Q4 2017 and has held it in 34 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Pin Oak Investment Advisors held 4,445 shares of Williams Companies worth $324K as of Q1 2026.
- Pin Oak Investment Advisors bought 4,000 Williams Companies shares in Q1 2026, an estimated $277K.
- Williams Companies made up 0.23% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #79 holding.
- Pin Oak Investment Advisors first reported a position in Williams Companies in Q4 2017 and has held it in 34 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.