Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$419,649
+$8,806 QoQ
Shares Held
5,645
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,191
of 1,824 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $7,030,947 across 6 Oil & Gas Midstream names. WMB ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
105,143 | $3,865,056 | |
| 2 | OKE |
Oneok Inc /New/
|
14,088 | $1,224,810 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
25,448 | $813,572 | |
| 4 | TRGP |
Targa Resources Corp.
|
1,638 | $439,213 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
5,645 | $419,649 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,124 | $268,647 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,649 | 5,645 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $410,843 | 5,645 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $339,320 | 5,645 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $203,353 | 3,210 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $201,620 | 3,210 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||