Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$56,479,220
+$999,973 QoQ
Shares Held
759,742
-0.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
4.91%
of 13F equity value
Holder Rank
#158
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CapWealth Advisors, LLC holds $56,951,866 across 2 Oil & Gas Midstream names. WMB ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
759,742 | $56,479,220 | |
| 2 | ET |
Energy Transfer LP
|
24,720 | $472,646 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,479,220 | 759,742 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $55,479,247 | 762,287 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $46,627,447 | 775,702 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,358,265 | 779,136 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $49,910,333 | 794,624 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $47,985,546 | 802,971 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $44,226,918 | 817,201 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,773,694 | 849,369 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $36,321,562 | 854,625 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $34,172,831 | 876,901 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $30,855,130 | 885,878 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $30,725,313 | 912,001 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $30,080,650 | 921,871 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,854,781 | 932,846 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $30,938,436 | 940,378 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $26,856,256 | 938,046 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $29,325,914 | 939,632 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $30,319,240 | 907,490 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,026,935 | 807,486 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $20,768,420 | 800,633 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,987,960 | 790,507 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $15,496,031 | 654,117 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $12,761,303 | 636,474 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $12,541,317 | 638,235 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,927,822 | 627,120 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,376,644 | 591,989 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||