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Vista Investment Partners II’s Williams Companies WMB Stock Holding History

Vista Investment Partners II’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 		– Sell
-2,903
Closed -$211K – 182
2026
Q1 		$211K Buy
+2,903
New +$201K 0.09% 142
2025
Q3 		– Sell
-3,265
Closed -$205K – 155
2025
Q2 		$205K Buy
+3,265
New +$193K 0.1% 123

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Vista Investment Partners II's WMB Position: Q2 2026 in Review

Vista Investment Partners II sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 2,903 shares — an estimated $211K sold.

Vista Investment Partners II first reported a position in WMB in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q1 2026. 693 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Vista Investment Partners II reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 2,903 Williams Companies shares in Q2 2026, an estimated $211K.
  • Vista Investment Partners II first reported a position in Williams Companies in Q2 2025 and held it in 2 quarters.
  • Vista Investment Partners II's Williams Companies position peaked at $211K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.