Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$242,794
+$29,404 QoQ
Shares Held
3,266
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,421
of 1,824 holders
Holding Since
Mar 2020
11 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, 2026Allen Capital Group, LLC holds $14,771,622 across 4 Oil & Gas Midstream names. WMB ranks #4 (1.6% of the industry book) .
All Filings in WMB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,794 | 3,266 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $213,390 | 2,932 | Shares | Sole | 2026-05-27 | |
| 2024-12-31 | $225,030 | 4,158 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $285,982 | 6,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $289,157 | 7,420 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $316,674 | 9,092 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $322,413 | 9,570 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $285,512 | 8,750 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $261,275 | 8,750 | Shares | Sole | 2023-04-28 | |
| 2021-03-31 | $215,815 | 9,110 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $152,041 | 10,745 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||