Patten Group, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1633207 CHATTANOOGA, TN

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,925,851

+$81,461 QoQ

Shares Held

25,906

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#706

of 1,824 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Patten Group, Inc. holds $5,436,274 across 3 Oil & Gas Midstream names. WMB ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	54,067	$1,987,502
2	WMB	Williams Companies, Inc. This page	25,906	$1,925,851
3	ENB	Enbridge Inc	28,093	$1,522,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,925,851	25,906	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$1,844,390	25,342	+0.8%	Shares	Sole	2026-04-24
2025-12-31	$1,510,924	25,136	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,592,365	25,136	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$1,586,392	25,257	-10.3%	Shares	Sole	2025-07-30
2025-03-31	$1,681,945	28,145	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$1,536,196	28,385	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$1,298,331	28,441	+5.2%	Shares	Sole	2024-10-08
2024-06-30	$1,148,605	27,026	+6.7%	Shares	Sole	2024-07-25
2024-03-31	$986,798	25,322	+6.0%	Shares	Sole	2024-04-17
2023-12-31	$832,402	23,899	+1.3%	Shares	Sole	2024-01-10
2023-09-30	$795,185	23,603	+3.2%	Shares	Sole	2023-10-12
2023-06-30	$746,639	22,882	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$682,002	22,840	+7.7%	Shares	Sole	2023-04-06
2022-12-31	$697,841	21,211	+18.9%	Shares	Sole	2023-02-10
2022-09-30	$510,701	17,838	+11.2%	Shares	Sole	2022-10-13
2022-06-30	$500,826	16,047	+11.1%	Shares	Sole	2022-07-18
2022-03-31	$482,674	14,447	+20.1%	Shares	Sole	2022-04-28
2021-12-31	$313,131	12,025	+3.8%	Shares	Sole	2022-01-20
2021-09-30	$300,644	11,590	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$307,926	11,598	+4.5%	Shares	Sole	2021-08-03
2021-03-31	$262,864	11,096	+1.8%	Shares	Sole	2021-04-23
2020-12-31	$218,464	10,896	-20.7%	Shares	Sole	2021-02-02
2020-09-30	$270,108	13,746	+14.8%	Shares	Sole	2020-10-19
2020-06-30	$227,840	11,979	0.0%	Shares	Sole	2020-07-20
2020-03-31	$169,502	11,979	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.