Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$876,245
+$18,388 QoQ
Shares Held
11,787
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#910
of 1,824 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $2,628,123 across 4 Oil & Gas Midstream names. WMB ranks #1 (33.3% of the industry book) .
All Filings in WMB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,245 | 11,787 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $857,857 | 11,787 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $708,516 | 11,787 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $702,361 | 11,087 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $684,629 | 10,900 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $651,384 | 10,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $598,026 | 11,050 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $506,486 | 11,095 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $556,537 | 13,095 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $473,290 | 12,145 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $354,046 | 10,165 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $305,399 | 9,065 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $260,061 | 7,970 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $216,485 | 7,250 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $238,525 | 7,250 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $207,567 | 7,250 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $226,272 | 7,250 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $242,222 | 7,250 | Shares | Sole | 2022-04-25 | |
| 2021-06-30 | $234,967 | 8,850 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $209,656 | 8,850 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||