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PSI Advisors’s Williams Companies WMB Stock Holding History

PSI 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
2025
Q1 		– Sell
-160
Closed -$8.66K – 950
2024
Q4 		$8.66K Hold
160
– – ﹤0.01% 553
2024
Q3 		$7.3K Hold
160
– – ﹤0.01% 592
2024
Q2 		$6.8K Hold
160
– – ﹤0.01% 579
2024
Q1 		$6.24K Hold
160
– – ﹤0.01% 557
2023
Q4 		$5.57K Hold
160
– – ﹤0.01% 607
2023
Q3 		$5.39K Buy
+160
New +$5.46K ﹤0.01% 582
2020
Q2 		– Sell
-32,340
Closed -$457K – 123
2020
Q1 		$457K Sell
32,340
-2,932
-8% -$56.8K 0.42% 55
2019
Q4 		$836K Buy
+35,272
New +$808K 0.54% 38

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

PSI Advisors's WMB Position: Q1 2025 in Review

PSI Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 160 shares — an estimated $8.66K sold.

PSI Advisors first reported a position in WMB in Q4 2019 and held it in 8 quarters. The position peaked at $836K in Q4 2019. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • PSI Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 160 Williams Companies shares in Q1 2025, an estimated $8.66K.
  • PSI Advisors first reported a position in Williams Companies in Q4 2019 and held it in 8 quarters.
  • PSI Advisors's Williams Companies position peaked at $836K in Q4 2019.
  • 1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.