Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,453
+$31,308 QoQ
Shares Held
450
+857.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,656
of 1,824 holders
Holding Since
Jun 2021
9 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,837,941 across 11 Oil & Gas Midstream names. WMB ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
23,445 | $861,838 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
22,140 | $707,815 | |
| 3 | ET |
Energy Transfer LP
|
2,938 | $56,174 | |
| 4 | OKE |
Oneok Inc /New/
|
560 | $48,686 | |
| 5 | PAA |
Plains All American Pipeline LP
|
2,000 | $44,520 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
450 | $33,453 | |
| 7 | CQP |
Cheniere Energy Partners, L.P.
|
485 | $29,560 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
660 | $22,954 |
All Filings in WMB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,453 | 450 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $2,145 | 47 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,997 | 47 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,831 | 47 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,020 | 58 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,583 | 47 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,533 | 47 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $2,091 | 67 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $7,965 | 300 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||