TCV Trust & Wealth Management, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1135439 RICHMOND, VA

Position in WMB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$15,140,752

+$80,169 QoQ

Shares Held

203,669

-1.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#317

of 1,824 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $16,855,309 across 4 Oil & Gas Midstream names. WMB ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	203,669	$15,140,752
2	ENB	Enbridge Inc	13,342	$723,269
3	EPD	Enterprise Products Partners L.P.	19,500	$716,819
4	OKE	Oneok Inc /New/	3,157	$274,469

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,140,752	203,669	-1.6%	Shares	Sole	2026-07-24
2026-03-31	$15,060,583	206,933	-1.9%	Shares	Sole	2026-04-21
2025-12-31	$12,686,034	211,047	+1.5%	Shares	Sole	2026-01-23
2025-09-30	$13,176,862	208,001	-0.0%	Shares	Sole	2025-10-23
2025-06-30	$13,066,740	208,036	-1.2%	Shares	Sole	2025-07-11
2025-03-31	$12,578,283	210,480	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$11,480,528	212,131	-0.8%	Shares	Sole	2025-01-29
2024-09-30	$9,759,786	213,796	-1.8%	Shares	Sole	2024-10-24
2024-06-30	$9,249,827	217,643	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$8,469,544	217,335	-0.0%	Shares	Sole	2024-04-16
2023-12-31	$7,570,439	217,354	+0.5%	Shares	Sole	2024-01-25
2023-09-30	$7,288,763	216,348	+2.3%	Shares	Sole	2023-10-19
2023-06-30	$6,903,365	211,565	+4.3%	Shares	Sole	2023-07-31
2023-03-31	$6,056,771	202,839	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.