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Valeo Financial Advisors’s Williams Companies WMB Stock Holding History

Valeo Financial 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
Q3 		– Sell
-700
Closed -$52K – 907
2026
Q2 		$52K Buy
+700
New +$51.5K ﹤0.01% 811

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's WMB Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Williams Companies (WMB) stake by 3.6% in Q3 2026, selling an estimated $14.3K and leaving 5,281 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #567.

Valeo Financial Advisors first reported a position in WMB in Q3 2017 and has held it in 30 quarters since. The position peaked at $411K in Q2 2025. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Valeo Financial Advisors held 5,281 shares of Williams Companies worth $359K as of Q3 2026.
  • Valeo Financial Advisors sold 196 Williams Companies shares in Q3 2026, an estimated $14.3K.
  • Williams Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #567 holding.
  • Valeo Financial Advisors first reported a position in Williams Companies in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Williams Companies position peaked at $411K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.