Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,786,870
+$132,231 QoQ
Shares Held
91,295
-0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#455
of 1,830 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $102,350,028 across 15 Oil & Gas Midstream names. WMB ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
628,692 | $20,099,283 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
489,584 | $17,997,107 | |
| 3 | OKE |
Oneok Inc /New/
|
194,346 | $16,896,441 | |
| 4 | ENB |
Enbridge Inc
|
182,926 | $9,916,418 | |
| 5 | ET |
Energy Transfer LP
|
462,475 | $8,842,522 | |
| 6 | TRGP |
Targa Resources Corp.
|
25,373 | $6,803,516 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
91,295 | $6,786,870 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
19,261 | $4,603,571 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,786,870 | 91,295 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,654,639 | 91,435 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,552,420 | 92,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,873,685 | 92,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,019,207 | 95,832 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,745,206 | 96,138 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,943,724 | 72,870 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,524,545 | 77,208 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,275,942 | 77,081 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,105,636 | 79,693 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,889,636 | 82,964 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,786,398 | 82,707 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,720,297 | 83,368 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,386,321 | 79,917 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,549,618 | 77,496 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,212,984 | 77,296 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,276,675 | 72,947 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,237,634 | 66,975 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,757,726 | 67,501 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,638,889 | 63,180 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,540,404 | 58,019 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,248,605 | 52,706 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $807,172 | 40,258 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $898,673 | 45,734 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,113,354 | 58,536 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,030,912 | 72,856 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||