Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,940,428
+$422,786 QoQ
Shares Held
214,426
+0.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#308
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, 2026Crestwood Advisors Group, LLC holds $59,413,320 across 7 Oil & Gas Midstream names. WMB ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,290,498 | $41,257,221 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
214,426 | $15,940,428 | |
| 3 | OKE |
Oneok Inc /New/
|
10,038 | $872,703 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
2,492 | $595,612 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,657 | $444,307 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
6,733 | $247,505 | |
| 7 | NFE |
New Fortress Energy Inc.
|
153,015 | $55,544 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,940,428 | 214,426 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,517,642 | 213,213 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,853,922 | 213,840 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,615,751 | 214,929 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $13,772,598 | 219,274 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $13,220,525 | 221,227 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $11,935,786 | 220,543 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $10,186,979 | 223,154 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $9,822,089 | 231,108 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $8,826,431 | 226,493 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $7,980,283 | 229,121 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,941,541 | 235,724 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $8,186,051 | 250,875 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $14,122,615 | 472,961 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,693,789 | 507,410 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,474,784 | 505,581 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $15,680,247 | 502,411 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $16,863,563 | 504,746 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $13,168,558 | 505,705 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,877,394 | 496,430 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $12,484,739 | 470,235 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,142,923 | 470,364 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $9,249,365 | 461,315 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,548,956 | 485,952 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $9,221,599 | 484,837 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,547,728 | 462,737 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||