Position in VG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$119,823
+$71,988 QoQ
Shares Held
7,603
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CWM, LLC holds $79,383,676 across 43 Oil & Gas Midstream names. VG ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
727,046 | $24,377,852 | |
| 2 | WMB |
Williams Companies, Inc.
|
120,923 | $8,800,775 | |
| 3 | ENB |
Enbridge Inc
|
126,400 | $6,843,296 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
159,724 | $6,043,956 | |
| 5 | ET |
Energy Transfer LP
|
283,200 | $5,465,760 | |
| 6 | OKE |
Oneok Inc /New/
|
59,806 | $5,405,864 | |
| 7 | DTM |
DT Midstream, Inc.
|
35,063 | $4,721,934 | |
| 8 | STNG |
Scorpio Tankers Inc.
|
46,615 | $3,480,275 |
All Filings in VG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,823 | 7,603 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,835 | 7,014 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $80,187 | 5,651 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $94,259 | 6,050 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,469 | 1,599 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||