Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$48,023
+$14,617 QoQ
Shares Held
646
+40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,628
of 1,824 holders
Holding Since
Jun 2022
8 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, 2026Crewe Advisors LLC holds $288,074 across 10 Oil & Gas Midstream names. WMB ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
2,605 | $141,217 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
646 | $48,023 | |
| 3 | DTM |
DT Midstream, Inc.
|
254 | $37,271 | |
| 4 | OKE |
Oneok Inc /New/
|
280 | $24,343 | |
| 5 | ET |
Energy Transfer LP
|
755 | $14,435 | |
| 6 | TRGP |
Targa Resources Corp.
|
46 | $12,334 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
271 | $8,663 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5 | $1,195 |
All Filings in WMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,023 | 646 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,406 | 459 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,683 | 394 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,710 | 248 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $64,005 | 1,506 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,899 | 331 | Shares | Sole | 2024-05-14 | |
| 2022-09-30 | $1,030 | 36 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $749 | 24 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||