Evercore Wealth Management, LLC
Holdings in WMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $147,813,674 | 2,459,053 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $158,262,109 | 2,498,218 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $159,112,112 | 2,533,229 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $160,813,263 | 2,690,985 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $149,490,750 | 2,762,209 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $127,042,944 | 2,782,978 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $120,713,600 | 2,840,320 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $111,393,951 | 2,858,454 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $97,853,282 | 2,809,454 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $94,022,892 | 2,790,825 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $90,634,914 | 2,777,656 | Shares | Defined | 2023-08-04 |
| 2023-03-31 | $81,907,562 | 2,743,053 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $88,805,652 | 2,699,260 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $76,366,688 | 2,667,366 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $82,305,606 | 2,637,155 | Shares | Defined | 2022-08-15 |
| 2022-03-31 | $87,041,200 | 2,605,244 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $66,244,874 | 2,543,966 | Shares | Other | 2022-02-14 |
| 2021-09-30 | $64,615,164 | 2,490,947 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $64,467,036 | 2,428,137 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $52,551,431 | 2,218,296 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $266,985 | 13,316 | Shares | Defined | 2021-02-16 |