Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$73,819
-$5,656 QoQ
Shares Held
993
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,582
of 1,819 holders
Holding Since
Jun 2021
21 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,450,364 across 16 Oil & Gas Midstream names. WMB ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
29,114 | $556,659 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
14,727 | $541,364 | |
| 3 | OKE |
Oneok Inc /New/
|
1,941 | $168,750 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
993 | $73,819 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,583 | $50,608 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
129 | $30,832 | |
| 7 | TRGP |
Targa Resources Corp.
|
41 | $10,993 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
249 | $8,660 |
All Filings in WMB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,819 | 993 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $79,475 | 1,092 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $64,738 | 1,077 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $68,227 | 1,077 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $61,616 | 981 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $58,146 | 973 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $53,578 | 990 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $44,143 | 967 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $34,297 | 807 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $29,928 | 768 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $27,202 | 781 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $25,873 | 768 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,374 | 747 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,140 | 641 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $17,404 | 529 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,288 | 534 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $13,732 | 440 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,829 | 384 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,869 | 379 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,975 | 346 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,380 | 165 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||