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Williams Companies shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 3.2k 72.79

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
Valero Energy Corporation (VLO)
Raytheon Technologies Corp (RTX)
At&t (T)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding Williams Companies

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Vanguard Portfolio Management
Wellington Management Company
Morgan Stanley
Geode Capital Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Invesco
Blackstone Group
Northern Trust
Royal Bank of Canada

View all funds holding Williams Companies