Position in WMB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$224,817
+$21,376 QoQ
Shares Held
3,089
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026Evanson Asset Management, LLC holds $9,689,137 across 7 Oil & Gas Midstream names. WMB ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
31,977 | $2,890,401 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
74,001 | $2,800,197 | |
| 3 | ET |
Energy Transfer LP
|
83,001 | $1,601,919 | |
| 4 | ENB |
Enbridge Inc
|
16,908 | $915,399 | |
| 5 | WES |
Western Midstream Partners, LP
|
18,082 | $744,435 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
15,269 | $511,969 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
3,089 | $224,817 |
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,817 | 3,089 | Shares | Sole | 2026-04-08 | |
| 2025-06-30 | $203,441 | 3,239 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||