Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,390,678
-$303,640 QoQ
Shares Held
18,707
-19.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#788
of 1,824 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Diversified Trust Co holds $13,316,129 across 18 Oil & Gas Midstream names. WMB ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
32,349 | $1,753,639 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
18,707 | $1,390,678 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
33,474 | $1,230,504 | |
| 4 | OKE |
Oneok Inc /New/
|
11,011 | $957,296 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
28,902 | $923,996 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
3,823 | $913,735 | |
| 7 | TRGP |
Targa Resources Corp.
|
3,347 | $897,464 | |
| 8 | PAA |
Plains All American Pipeline LP
|
34,221 | $761,759 |
All Filings in WMB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,678 | 18,707 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,694,318 | 23,280 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,101,876 | 18,331 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,165,576 | 18,399 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,923,742 | 46,549 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,165,224 | 36,232 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,819,947 | 33,628 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $770,845 | 16,886 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $546,762 | 12,865 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $370,370 | 9,504 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $455,123 | 13,067 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $483,417 | 14,349 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $453,491 | 13,898 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $359,962 | 12,055 | Shares | Sole | 2023-04-07 | |
| 2020-12-31 | $261,512 | 13,043 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $244,583 | 12,447 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||