Position in WMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$683,110
+$80,856 QoQ
Shares Held
9,189
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#998
of 1,824 holders
Holding Since
Mar 2022
16 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, 2026Obermeyer Wealth Partners holds $6,617,553 across 8 Oil & Gas Midstream names. WMB ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
32,346 | $1,822,050 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
46,716 | $1,717,280 | |
| 3 | ET |
Energy Transfer LP
|
61,445 | $1,174,828 | |
| 4 | WMB |
Williams Companies, Inc.
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|
9,189 | $683,110 | |
| 5 | WES |
Western Midstream Partners, LP
|
8,000 | $350,080 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
10,445 | $333,926 | |
| 7 | OKE |
Oneok Inc /New/
|
3,608 | $313,679 | |
| 8 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 |
All Filings in WMB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,110 | 9,189 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $602,254 | 8,275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $497,410 | 8,275 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $524,221 | 8,275 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $526,536 | 8,383 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $501,147 | 8,386 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $208,470 | 3,852 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $273,920 | 7,029 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,452,798 | 558,507 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $36,629,553 | 1,087,253 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,712,959 | 1,125,129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $36,527,200 | 1,223,282 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $42,039,159 | 1,277,786 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $38,180,366 | 1,333,579 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $42,406,181 | 1,358,737 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $202,264 | 6,054 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||