Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$386,121
+$96,530 QoQ
Shares Held
5,194
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,221
of 1,824 holders
Holding Since
Jun 2025
5 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, 2026Roundview Capital LLC holds $1,054,230 across 3 Oil & Gas Midstream names. WMB ranks #1 (36.6% of the industry book) .
All Filings in WMB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,121 | 5,194 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $289,591 | 3,979 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $239,177 | 3,979 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $252,069 | 3,979 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,920 | 3,979 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||