Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,698,086
-$19,947 QoQ
Shares Held
76,649
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cresset Asset Management, LLC holds $102,697,694 across 25 Oil & Gas Midstream names. WMB ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
634,688 | $20,290,975 | |
| 2 | ET |
Energy Transfer LP
|
819,840 | $15,675,340 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
411,649 | $15,132,217 | |
| 4 | MPLX |
Mplx LP
|
129,257 | $7,281,046 | |
| 5 | WES |
Western Midstream Partners, LP
|
131,835 | $5,769,099 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
76,649 | $5,698,086 | |
| 7 | ENB |
Enbridge Inc
|
101,682 | $5,512,181 | |
| 8 | TRGP |
Targa Resources Corp.
|
20,199 | $5,416,159 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,698,086 | 76,649 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,718,033 | 78,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,862,428 | 64,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,738,156 | 59,008 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $3,599,766 | 57,312 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $6,787,899 | 113,586 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,223,421 | 114,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,478,427 | 163,821 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,799,149 | 159,980 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,217,390 | 159,543 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,772,166 | 165,724 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,824,765 | 172,893 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,407,672 | 165,727 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,474,718 | 116,367 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,437,955 | 74,102 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,998,477 | 104,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,441,776 | 110,278 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,085,341 | 122,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,499,866 | 96,001 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,171,956 | 83,730 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,227,406 | 46,230 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $828,060 | 34,954 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $214,915 | 10,719 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $300,664 | 15,301 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $264,492 | 13,906 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,009,121 | 71,316 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||