Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,825,759
-$172,992 QoQ
Shares Held
51,463
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#557
of 1,824 holders
Holding Since
Jun 2021
19 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, 2026Caprock Group, LLC holds $47,003,662 across 18 Oil & Gas Midstream names. WMB ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
540,502 | $17,279,848 | |
| 2 | TRGP |
Targa Resources Corp.
|
17,636 | $4,728,917 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
51,463 | $3,825,759 | |
| 4 | OKE |
Oneok Inc /New/
|
35,699 | $3,103,671 | |
| 5 | ENB |
Enbridge Inc
|
50,178 | $2,720,149 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
71,936 | $2,644,367 | |
| 7 | ET |
Energy Transfer LP
|
130,780 | $2,500,513 | |
| 8 | MPLX |
Mplx LP
|
39,319 | $2,214,839 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,825,759 | 51,463 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,998,751 | 54,943 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,209,333 | 53,391 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,537,464 | 55,840 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,504,242 | 41,905 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,154,679 | 39,813 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,550,274 | 33,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $554,327 | 13,043 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $430,774 | 11,054 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $266,588 | 7,654 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $335,889 | 9,970 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $255,851 | 7,841 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $359,544 | 12,041 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $299,028 | 9,089 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $352,406 | 12,309 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $377,828 | 12,106 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $311,047 | 9,310 | Shares | Sole | 2022-04-12 | |
| 2021-09-30 | $208,246 | 8,028 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $203,187 | 7,653 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||