Westover Capital Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1483467
WILMINGTON, DE
Position in WMB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$963,534
+$348,068 QoQ
Shares Held
13,239
+29.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Westover Capital Advisors, LLC holds $9,701,904 across 9 Oil & Gas Midstream names. WMB ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HESM |
Hess Midstream LP
|
95,993 | $3,731,247 | |
| 2 | MPLX |
Mplx LP
|
21,400 | $1,221,298 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,863 | $1,096,164 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
13,239 | $963,534 | |
| 5 | OKE |
Oneok Inc /New/
|
8,069 | $729,356 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
14,622 | $553,296 | |
| 7 | WES |
Western Midstream Partners, LP
|
12,700 | $522,859 | |
| 8 | PAA |
Plains All American Pipeline LP
|
23,000 | $513,590 |
All Filings in WMB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $963,534 | 13,239 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $615,466 | 10,239 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $648,640 | 10,239 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $643,111 | 10,239 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $609,552 | 10,200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $552,024 | 10,200 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $465,630 | 10,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $433,500 | 10,200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $397,494 | 10,200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $355,266 | 10,200 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $343,638 | 10,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,826 | 10,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $304,572 | 10,200 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $335,580 | 10,200 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $292,026 | 10,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,342 | 10,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $340,782 | 10,200 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $265,608 | 10,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $264,588 | 10,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,810 | 10,200 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $241,638 | 10,200 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $204,510 | 10,200 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||