WHALEROCK POINT PARTNERS, LLC
Position in WMB — Williams Companies, Inc.
CIK 1389709
West Palm Beach, FL
Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$684,002
+$14,354 QoQ
Shares Held
9,201
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#997
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026WHALEROCK POINT PARTNERS, LLC holds $5,044,209 across 8 Oil & Gas Midstream names. WMB ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
4,400 | $1,179,816 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
27,748 | $1,020,016 | |
| 3 | ET |
Energy Transfer LP
|
38,000 | $726,560 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
9,201 | $684,002 | |
| 5 | DTM |
DT Midstream, Inc.
|
3,218 | $472,209 | |
| 6 | WES |
Western Midstream Partners, LP
|
10,600 | $463,856 | |
| 7 | OKE |
Oneok Inc /New/
|
3,251 | $282,641 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
900 | $215,109 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,002 | 9,201 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $669,648 | 9,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $222,467 | 3,701 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $234,458 | 3,701 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,459 | 3,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,171 | 3,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,298 | 3,701 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||