Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$174,547,047
+$2,012,305 QoQ
Shares Held
2,347,956
-1.0% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#66
of 1,827 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Evercore Wealth Management, LLC holds $195,076,712 across 7 Oil & Gas Midstream names. WMB ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
2,347,956 | $174,547,047 | |
| 2 | MPLX |
Mplx LP
|
152,053 | $8,565,145 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
219,962 | $8,085,803 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
53,090 | $1,697,287 | |
| 5 | ENB |
Enbridge Inc
|
22,834 | $1,237,830 | |
| 6 | GLNG |
Golar Lng Ltd
|
10,000 | $498,400 | |
| 7 | PAA |
Plains All American Pipeline LP
|
20,000 | $445,200 |
All Filings in WMB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,547,047 | 2,347,956 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $172,534,742 | 2,370,634 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $147,813,674 | 2,459,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $158,262,109 | 2,498,218 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $159,112,112 | 2,533,229 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $160,813,263 | 2,690,985 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $149,490,750 | 2,762,209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,042,944 | 2,782,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $120,713,600 | 2,840,320 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $111,393,951 | 2,858,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $97,853,282 | 2,809,454 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $94,022,892 | 2,790,825 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $90,634,914 | 2,777,656 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $81,907,562 | 2,743,053 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $88,805,652 | 2,699,260 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $76,366,688 | 2,667,366 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $82,305,606 | 2,637,155 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $87,041,200 | 2,605,244 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $66,244,874 | 2,543,966 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $64,615,164 | 2,490,947 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,467,036 | 2,428,137 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $52,551,431 | 2,218,296 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $266,985 | 13,316 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||