Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,423,611
-$323,109 QoQ
Shares Held
19,150
-20.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#783
of 1,824 holders
Holding Since
Jun 2020
25 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, 2026MONETARY MANAGEMENT GROUP INC holds $6,974,076 across 8 Oil & Gas Midstream names. WMB ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
18,200 | $1,582,308 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
19,150 | $1,423,611 | |
| 3 | ET |
Energy Transfer LP
|
64,000 | $1,223,680 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
30,160 | $1,108,681 | |
| 5 | MPLX |
Mplx LP
|
11,600 | $653,428 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
14,000 | $447,580 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,855 | $443,363 | |
| 8 | CQP |
Cheniere Energy Partners, L.P.
|
1,500 | $91,425 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,611 | 19,150 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,746,720 | 24,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,535,810 | 25,550 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,713,617 | 27,050 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,699,010 | 27,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,762,920 | 29,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,216,214 | 40,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,293,912 | 50,250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,135,625 | 50,250 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,927,066 | 49,450 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,976,602 | 56,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,911,907 | 56,750 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,851,752 | 56,750 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,679,625 | 56,250 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,830,885 | 55,650 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,621,889 | 56,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,799,256 | 57,650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,936,109 | 57,950 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,313,718 | 50,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,477,283 | 56,950 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,371,307 | 51,650 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,209,374 | 51,050 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $499,245 | 24,900 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $196,500 | 10,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $190,200 | 10,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||