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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
10,709
Value
$796.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of WMB by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,709$796.0K<0.1%+200+1.9%AddedHolders
Q1 202610,509$765.0K<0.1%+563+5.7%AddedHolders
Q4 20259,946$598.0K<0.1%+382+4.0%AddedHolders
Q3 20259,564$606.0K<0.1%+30.0%AddedHolders
Q2 20259,561$601.0K<0.1%+558+6.2%AddedHolders
Q1 20259,003$538.0K<0.1%+506+6.0%AddedHolders
Q4 20248,497$459.9K<0.1%−39−0.5%ReducedHolders
Q3 20248,536$389.7K<0.1%+136+1.6%AddedHolders
Q2 20248,400$357.0K<0.1%+228+2.8%AddedHolders
Q1 20248,172$318.5K<0.1%−143−1.7%ReducedHolders
Q4 20238,315$289.6K<0.1%−208−2.4%ReducedHolders
Q3 20238,523$287.1K<0.1%−105,901−92.6%ReducedHolders
Q2 2023114,424$3.73M0.2%+114,424NewHolders
Q1 20230$00.0%−6,792−100.0%Sold outHolders
Q4 20226,792$223.4K<0.1%+6,792NewHolders
Q3 20220$00.0%−3,356−100.0%Sold outHolders
Q2 20223,356$105.0K<0.1%+3,356NewHolders
Q4 20210$00.0%−2,835−100.0%Sold outHolders
Q3 20212,835$74.0K<0.1%+243+9.4%AddedHolders
Q2 20212,592$69.0K<0.1%+679+35.5%AddedHolders
Q1 20211,913$45.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.