Venture Visionary Partners’s Williams Companies WMB Stock Holding History

Venture Visionary Partners’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	$378K	Buy	5,562 +2,481	+81%	+$180K	0.01%	516
2026 Q2	$229K	Buy	3,081 +287	+10%	+$21.1K	0.01%	641
2026 Q1	$203K	Buy	+2,794	New	+$193K	0.01%	592
2024 Q3	–	Sell	-5,154	Closed	-$219K	–	589
2024 Q2	$219K	Buy	+5,154	New	+$207K	0.01%	508
2022 Q3	–	Sell	-4,442	Closed	-$139K	–	1550
2022 Q2	$139K	Buy	+4,442	New	+$153K	0.01%	528

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Venture Visionary Partners's WMB Position: Q3 2026 in Review

Venture Visionary Partners increased its Williams Companies (WMB) stake by 81% in Q3 2026, buying an estimated $180K and bringing the position to 5,562 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #516.

Venture Visionary Partners first reported a position in WMB in Q2 2022 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Venture Visionary Partners held 5,562 shares of Williams Companies worth $378K as of Q3 2026.
Venture Visionary Partners bought 2,481 Williams Companies shares in Q3 2026, an estimated $180K.
Williams Companies made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #516 holding.
Venture Visionary Partners first reported a position in Williams Companies in Q2 2022 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.