Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,589,782
+$48,742 QoQ
Shares Held
34,837
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#636
of 1,824 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Choate Investment Advisors holds $11,227,600 across 3 Oil & Gas Midstream names. WMB ranks #2 (23.1% of the industry book) .
All Filings in WMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,782 | 34,837 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,541,040 | 34,914 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,088,882 | 34,751 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||