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Williams Companies shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Williams Companies

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All positions including Williams Companies held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.1k 120 42.50
2024-03-31 $4.7k 120 38.97
2023-12-31 $4.2k 120 34.83

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
Dodge & Cox
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Wellington Management Company
Morgan Stanley
ClearBridge Advisors
Royal Bank of Canada
Deutsche Bank Aktiengesellschaft
UBS Group
Invesco

View all funds holding Williams Companies