Position in WMB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,236,893
+$635,924 QoQ
Shares Held
30,735
+15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 87.53863673336588.ToString("F0")%
Shared 0.ToString("F0")%
None 12.46136326663413.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $69,378,678 across 14 Oil & Gas Midstream names. WMB ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,397,277 | $26,967,445 | |
| 2 | VNOM |
Viper Energy, Inc.
|
392,351 | $18,436,573 | |
| 3 | DTM |
DT Midstream, Inc.
|
47,894 | $6,449,884 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
17,708 | $5,024,822 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
68,736 | $2,600,970 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
72,394 | $2,427,370 | |
| 7 | PAA |
Plains All American Pipeline LP
|
106,628 | $2,381,003 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
30,735 | $2,236,893 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,236,893 | 30,735 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,600,969 | 26,634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,487,077 | 23,474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,815,899 | 28,911 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,484,438 | 24,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,423,247 | 26,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $564,097 | 12,357 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $504,262 | 11,865 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $418,070 | 10,728 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $217,443 | 6,243 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||