Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in WMB — Williams Companies, Inc.
CIK 1599852
FORT WORTH, TX
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,264,470
+$209,891 QoQ
Shares Held
30,461
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#668
of 1,827 holders
Holding Since
Mar 2020
26 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, 2026Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $2,819,255 across 2 Oil & Gas Midstream names. WMB ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
30,461 | $2,264,470 | |
| 2 | ET |
Energy Transfer LP
|
29,016 | $554,785 |
All Filings in WMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,470 | 30,461 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,054,579 | 28,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,687,107 | 28,067 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,372,604 | 21,667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,351,482 | 21,517 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,642,025 | 27,477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,465,407 | 27,077 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,236,065 | 27,077 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $707,710 | 16,652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,059,867 | 27,197 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $947,271 | 27,197 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $907,002 | 26,922 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $878,464 | 26,922 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $794,932 | 26,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $875,863 | 26,622 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $460,427 | 16,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $828,843 | 26,557 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $882,926 | 26,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $688,159 | 26,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $685,516 | 26,427 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $701,636 | 26,427 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $626,055 | 26,427 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $529,861 | 26,427 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $499,188 | 25,404 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $418,953 | 22,027 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $306,022 | 21,627 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||