Position in WMB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,484,493
+$375,404 QoQ
Shares Held
20,397
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026GM Advisory Group, LLC holds $4,277,367 across 4 Oil & Gas Midstream names. WMB ranks #2 (34.7% of the industry book) .
All Filings in WMB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,484,493 | 20,397 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,109,089 | 18,451 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,160,762 | 18,323 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,134,097 | 18,056 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,072,154 | 17,941 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $972,752 | 17,974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $840,370 | 18,409 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $649,017 | 15,271 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $595,344 | 15,277 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $521,648 | 14,977 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $448,750 | 13,320 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $429,410 | 13,160 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||