Costello Asset Management, INC
Position in WMB — Williams Companies, Inc.
CIK 1760145
FEASTERVILLE, PA
Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,623
-$7,024 QoQ
Shares Held
116
-46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,718
of 1,796 holders
Holding Since
Jun 2025
5 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, 2026Costello Asset Management, INC holds $43,498 across 7 Oil & Gas Midstream names. WMB ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
116 | $8,623 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
200 | $7,352 | |
| 3 | MPLX |
Mplx LP
|
104 | $5,858 | |
| 4 | ET |
Energy Transfer LP
|
294 | $5,621 | |
| 5 | ENB |
Enbridge Inc
|
100 | $5,421 | |
| 6 | WHK |
WhiteHawk Minerals Corp.
|
200 | $5,366 | |
| 7 | VNOM |
Viper Energy, Inc.
|
124 | $5,257 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,623 | 116 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,647 | 215 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,863 | 214 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,430 | 212 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,190 | 210 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||