Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$525,063
-$1,209 QoQ
Shares Held
7,063
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,101
of 1,824 holders
Holding Since
Mar 2020
22 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, 2026Jacobi Capital Management LLC holds $7,143,918 across 7 Oil & Gas Midstream names. WMB ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
38,939 | $2,110,883 | |
| 2 | ET |
Energy Transfer LP
|
108,561 | $2,075,686 | |
| 3 | OKE |
Oneok Inc /New/
|
12,691 | $1,103,355 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
20,318 | $746,889 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
7,063 | $525,063 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
11,840 | $378,524 | |
| 7 | TRGP |
Targa Resources Corp.
|
759 | $203,518 |
All Filings in WMB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,063 | 7,063 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $526,272 | 7,231 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $403,818 | 6,718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $423,368 | 6,683 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $417,309 | 6,644 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $395,013 | 6,610 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $364,985 | 6,744 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $306,128 | 6,706 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $282,710 | 6,652 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $257,357 | 6,604 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $228,240 | 6,553 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,018 | 6,501 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,365 | 6,447 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $208,717 | 6,344 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $228,992 | 6,854 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $129,155 | 4,979 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $115,890 | 4,365 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $82,749 | 3,493 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $69,352 | 3,459 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $67,203 | 3,420 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $64,325 | 3,382 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $47,275 | 3,341 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||