Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,690,141
-$284,377 QoQ
Shares Held
36,187
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#626
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026Phoenix Financial Ltd. holds $4,717,128 across 3 Oil & Gas Midstream names. WMB ranks #1 (57.0% of the industry book) .
All Filings in WMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,690,141 | 36,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,974,518 | 40,870 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,132,512 | 52,113 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,890,830 | 61,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,338,851 | 69,079 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,737,366 | 45,806 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||