Freestone Grove Partners LP WMB — WILLIAMS COS INC

Ownership history in Freestone Grove Partners LP  ·  5 quarters on record

AI Ownership Summary

Freestone Grove Partners LP reported WILLIAMS COS INC (WMB) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows WMB at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freestone Grove Partners LP's position in WILLIAMS COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMB was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMB stock page Freestone Grove Partners LP fund profile Freestone Grove Partners LP full holdings
How Freestone Grove Partners LP held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,127,736 +841,429 +293.9% 0.58% $82.1M 2026-05-15 $77.72
2025 Q4 REDUCED 41.5% +21.9% ❌ 286,307 -203,438 -41.5% 0.12% $17.2M 2026-02-17 $71.45
2025 Q3 ADDED — — — 489,745 +55,707 +12.8% 0.23% $31.0M 2025-11-14 $60.06
2025 Q2 REDUCED 10.9% +2.7% ❌ 434,038 -52,830 -10.9% 0.21% $27.3M 2025-08-14 $55.99
2024 Q4 INITIATED — — — 486,868 — — 0.32% $26.3M 2025-02-14 $54.68

🏢 Other funds also holding WMB

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.26% Heronetta Management, L.P. 3Y 7Y 16.7% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 10.85% Robertson Opportunity Capital, LLC 3Y 7Y 10.21% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 9.35% Amplify Investments, LLC 8.89% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.72% SL ADVISORS, LLC 3Y 7Y 8.1% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.73% Asset Management Advisors, LLC 3Y 7Y 7.64%

FAQ About Freestone Grove Partners LP and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freestone Grove Partners LP reported owning WMB?

Freestone Grove Partners LP reported WMB across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMB position in Freestone Grove Partners LP's portfolio?

The largest reported portfolio weight for WMB was 0.58% in 2026 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2026 Q1, when Freestone Grove Partners LP reported 1,127,736 shares, equal to 0.58% of portfolio, with an estimated market value of $82.1M.

What does the chart on this WMB ownership page compare?

The chart compares Freestone Grove Partners LP's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Freestone Grove Partners LP time their WMB position?

Based on 13F filing dates vs. subsequent WMB price moves, Freestone Grove Partners LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on WMB relative to SPY over the holding period was +41.1%.

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