Position in WMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$132,250
+$2,775 QoQ
Shares Held
1,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,544
of 1,824 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026ATWOOD & PALMER INC holds $1,458,866 across 9 Oil & Gas Midstream names. WMB ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
5,844 | $329,192 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
8,931 | $328,303 | |
| 3 | TRGP |
Targa Resources Corp.
|
575 | $154,180 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
4,161 | $133,027 | |
| 5 | WMB |
Williams Companies, Inc.
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|
1,779 | $132,250 | |
| 6 | TNCAF |
Tc Energy Corp
|
1,895 | $125,619 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
472 | $112,812 | |
| 8 | ET |
Energy Transfer LP
|
4,822 | $92,196 |
All Filings in WMB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,250 | 1,779 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $129,475 | 1,779 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $106,935 | 1,779 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $112,699 | 1,779 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $111,738 | 1,779 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $11,234 | 188 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,174 | 188 | Shares | Sole | 2025-01-16 | |
| 2022-03-31 | $31,772 | 951 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,093 | 234 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,916 | 151 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,009 | 151 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,577 | 151 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||