Williams Companies shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams Companies by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $420k | 11k | 38.97 |
| 2023-12-31 | $375k | 11k | 34.83 |
| 2023-09-30 | $359k | 11k | 33.69 |
| 2023-06-30 | $344k | 11k | 32.63 |
| 2023-03-31 | $315k | 11k | 29.86 |
| 2022-12-31 | $366k | 11k | 32.90 |
| 2022-09-30 | $298k | 10k | 28.65 |
| 2022-06-30 | $321k | 10k | 31.19 |
| 2022-03-31 | $338k | 10k | 33.37 |
| 2021-12-31 | $264k | 10k | 26.06 |
| 2021-09-30 | $262k | 10k | 25.95 |
| 2021-06-30 | $268k | 10k | 26.54 |
| 2021-03-31 | $239k | 10k | 23.67 |
| 2020-12-31 | $208k | 10k | 20.09 |
| 2020-09-30 | $209k | 11k | 19.63 |
| 2020-06-30 | $203k | 11k | 19.06 |
| 2019-12-31 | $253k | 11k | 23.76 |
| 2019-09-30 | $269k | 11k | 24.02 |
| 2019-06-30 | $314k | 11k | 28.04 |
| 2019-03-31 | $328k | 11k | 29.29 |
| 2018-12-31 | $247k | 11k | 22.06 |
| 2018-09-30 | $310k | 11k | 27.68 |
| 2018-06-30 | $299k | 11k | 26.70 |
| 2018-03-31 | $273k | 11k | 24.38 |
| 2017-12-31 | $363k | 11k | 32.42 |
| 2017-09-30 | $351k | 12k | 30.01 |
| 2017-06-30 | $370k | 12k | 31.63 |
| 2017-03-31 | $352k | 12k | 30.09 |
| 2016-12-31 | $337k | 12k | 28.81 |
| 2016-09-30 | $361k | 12k | 29.12 |
| 2016-06-30 | $310k | 12k | 25.00 |
| 2015-09-30 | $514k | 12k | 42.14 |
| 2015-06-30 | $682k | 12k | 55.91 |
| 2015-03-31 | $637k | 12k | 52.22 |
| 2014-12-31 | $520k | 12k | 42.63 |
| 2014-09-30 | $627k | 13k | 50.17 |
| 2014-06-30 | $723k | 13k | 57.85 |
| 2014-03-31 | $522k | 13k | 41.77 |
| 2013-12-31 | $475k | 13k | 38.01 |
| 2013-09-30 | $456k | 13k | 35.91 |
| 2013-06-30 | $425k | 13k | 33.47 |
| 2012-09-30 | $452k | 13k | 35.60 |
| 2012-06-30 | $398k | 13k | 31.34 |
| 2012-03-31 | $388k | 13k | 30.56 |
| 2011-09-30 | $315k | 13k | 24.33 |
| 2011-06-30 | $397k | 13k | 30.66 |
| 2011-03-31 | $404k | 13k | 31.20 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management