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Private Capital Advisors’s Williams Companies WMB Stock Holding History

Private Capital 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 		$18.7M Hold
251,908
– – 1.64% 15
2026
Q1 		$18.3M Buy
251,908
+960
+0.4% +$66.5K 2.1% 9
2025
Q4 		$15.1M Sell
250,948
-924
-0.4% -$55.9K 1.54% 12
2025
Q3 		$16M Buy
251,872
+89
+0% +$5.22K 1.78% 15
2025
Q2 		$15.8M Buy
251,783
+2,407
+1% +$142K 1.93% 11
2025
Q1 		$14.9M Buy
249,376
+153
+0.1% +$8.76K 1.78% 13
2024
Q4 		$13.5M Buy
249,223
+10
+0% +$539 1.61% 19
2024
Q3 		$11.4M Sell
249,213
-245
-0.1% -$10.8K 1.25% 24
2024
Q2 		$10.6M Sell
249,458
-1,145
-0.5% -$45.9K 1.18% 22
2024
Q1 		$9.77M Sell
250,603
-3,045
-1% -$108K 1.22% 24
2023
Q4 		$8.84M Sell
253,648
-91,627
-27% -$3.22M 1.35% 21
2023
Q3 		$11.9M Sell
345,275
-65,533
-16% -$2.24M 1.83% 11
2023
Q2 		$13.4M Sell
410,808
-7,899
-2% -$237K 2.2% 9
2023
Q1 		$12.5M Sell
418,707
-74,750
-15% -$2.31M 2.36% 11
2022
Q4 		$16.2M Sell
493,457
-205
-0% -$6.67K 2.78% 10
2022
Q3 		$14.1M Buy
493,662
+176,283
+56% +$5.74M 2.45% 11
2022
Q2 		$9.9M Buy
317,379
+14,522
+5% +$501K 1.67% 19
2022
Q1 		$10.1M Buy
+302,857
New +$9.26M 1.47% 24

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)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
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

Private Capital Advisors's WMB Position: Q2 2026 in Review

Private Capital Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 251,908 shares worth $18.7M. The position accounts for 1.64% of the portfolio, ranked #15.

Private Capital Advisors first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Private Capital Advisors held 251,908 shares of Williams Companies worth $18.7M as of Q2 2026.
  • Private Capital Advisors left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 1.64% of Private Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Private Capital Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.