Phillips Wealth Planners LLC / WMB
Phillips Wealth Planners LLC’s Williams Cos Inc Position
Does Phillips Wealth Planners LLC own Williams Cos Inc (WMB)? Yes — 23.2K shares worth $2M (+1.30% of its 13F portfolio) as of Q1 2026, down from 25.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
23.2K
% of Portfolio
+1.30%
Quarters Held
14
currently held
Position History WMB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 23.2K | $2M | +1.30% |
| Q4 2025 | 25.0K | $2M | +1.27% |
| Q3 2025 | 25.7K | $2M | +1.35% |
| Q2 2025 | 27.3K | $2M | +1.43% |
| Q1 2025 | 24.8K | $1M | +1.48% |
| Q4 2024 | 27.9K | $2M | +1.55% |
| Q3 2024 | 31.7K | $2M | +1.56% |
| Q2 2024 | 36.7K | $2M | +1.64% |
| Q1 2024 | 35.9K | $1M | +1.55% |
| Q4 2023 | 34.7K | $1M | +1.42% |
| Q3 2023 | 35.2K | $1M | +1.70% |
| Q2 2023 | 32.9K | $1M | +1.41% |
| Q1 2023 | 33.2K | $1M | +1.33% |
| Q4 2022 | 34.6K | $1M | +1.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of WMB.