Position in WMB
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$796,107
+$31,262 QoQ
Shares Held
10,709
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#78
of 183 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CX Institutional holds $5,569,470 across 16 Oil & Gas Midstream names. WMB ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
20,357 | $1,769,837 | |
| 2 | TRGP |
Targa Resources Corp.
|
3,324 | $891,297 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
10,709 | $796,107 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
24,011 | $767,631 | |
| 5 | DTM |
DT Midstream, Inc.
|
3,388 | $497,155 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
946 | $226,103 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
4,312 | $158,509 | |
| 8 | ENB |
Enbridge Inc
|
2,502 | $135,633 |
All Filings in WMB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,107 | 10,709 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $764,845 | 10,509 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $597,854 | 9,946 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $605,879 | 9,564 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $600,526 | 9,561 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $538,019 | 9,003 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $459,857 | 8,497 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $389,668 | 8,536 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $357,000 | 8,400 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $318,462 | 8,172 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,611 | 8,315 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $287,139 | 8,523 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,733,655 | 114,424 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $223,456 | 6,792 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $104,740 | 3,356 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $73,539 | 2,835 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $68,817 | 2,592 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $45,318 | 1,913 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $32,460 | 1,619 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $19,807 | 1,008 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $16,338 | 859 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,032 | 497 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||