Position in WMB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$52,692
+$29,250 QoQ
Shares Held
724
+85.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $1,230,985 across 11 Oil & Gas Midstream names. WMB ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
16,647 | $901,268 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
6,931 | $232,396 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
724 | $52,692 | |
| 4 | AM |
Antero Midstream Corp
|
585 | $13,338 | |
| 5 | CMBT |
Cmb.Tech NV
|
1,000 | $12,650 | |
| 6 | TRGP |
Targa Resources Corp.
|
40 | $10,029 | |
| 7 | OKE |
Oneok Inc /New/
|
26 | $2,350 | |
| 8 | VNOM |
Viper Energy, Inc.
|
39 | $1,832 |
All Filings in WMB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,692 | 724 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,442 | 390 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,706 | 390 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $24,495 | 390 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,306 | 390 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $19,753 | 365 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $16,662 | 365 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,512 | 365 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,224 | 365 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $12,712 | 365 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $12,296 | 365 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $11,909 | 365 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||