Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$680,062
-$250,939 QoQ
Shares Held
9,148
-28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#999
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026J.Safra Asset Management Corp holds $1,496,081 across 3 Oil & Gas Midstream names. WMB ranks #2 (45.5% of the industry book) .
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,062 | 9,148 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $931,001 | 12,792 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $764,899 | 12,725 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $485,831 | 7,669 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $267,947 | 4,266 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $238,442 | 3,990 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||