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Williams Companies shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 279 54.12
2024-09-30 $13k 279 45.65
2024-06-30 $12k 279 42.50

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Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Williams Companies

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

View all funds holding Williams Companies