Stockman Wealth Management, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1389400
BILLINGS, MT
Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$838,183
+$13,222 QoQ
Shares Held
11,275
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#930
of 1,824 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, 2026Stockman Wealth Management, Inc. holds $5,199,310 across 5 Oil & Gas Midstream names. WMB ranks #5 (16.1% of the industry book) .
All Filings in WMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,183 | 11,275 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $824,961 | 11,335 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $692,767 | 11,525 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $633,500 | 10,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $629,167 | 10,017 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $598,615 | 10,017 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $542,120 | 10,017 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $456,500 | 10,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $425,977 | 10,023 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $390,167 | 10,012 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $348,300 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $353,104 | 10,481 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $326,300 | 10,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $298,600 | 10,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $329,000 | 10,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $286,300 | 10,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $320,120 | 10,257 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $334,100 | 10,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $260,400 | 10,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $259,400 | 10,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $265,500 | 10,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $236,900 | 10,000 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $200,500 | 10,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $196,500 | 10,000 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $190,200 | 10,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $141,500 | 10,000 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||