Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,334,849
+$5,304 QoQ
Shares Held
17,956
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#798
of 1,827 holders
Holding Since
Jun 2023
13 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, 2026D.B. Root & Company, LLC holds $1,566,922 across 2 Oil & Gas Midstream names. WMB ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
17,956 | $1,334,849 | |
| 2 | ENB |
Enbridge Inc
|
4,281 | $232,073 |
All Filings in WMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,849 | 17,956 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,329,545 | 18,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,096,165 | 18,236 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,119,711 | 17,675 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,096,599 | 17,459 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,063,309 | 17,793 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $969,776 | 17,919 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $842,881 | 18,464 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $972,357 | 22,879 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,542,627 | 39,585 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,397,031 | 40,110 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,370,475 | 40,679 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,255,928 | 38,490 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||