Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,560,693
+$33,842 QoQ
Shares Held
20,994
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#761
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026Magnus Financial Group LLC holds $6,514,465 across 9 Oil & Gas Midstream names. WMB ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
65,080 | $2,392,340 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
20,994 | $1,560,693 | |
| 3 | MPLX |
Mplx LP
|
10,232 | $576,368 | |
| 4 | ET |
Energy Transfer LP
|
26,930 | $514,901 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
11,321 | $361,932 | |
| 6 | PAA |
Plains All American Pipeline LP
|
13,844 | $308,167 | |
| 7 | ENB |
Enbridge Inc
|
5,576 | $302,274 | |
| 8 | WES |
Western Midstream Partners, LP
|
6,651 | $291,047 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,693 | 20,994 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,526,851 | 20,979 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,322,359 | 21,999 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,399,148 | 22,086 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,379,119 | 21,957 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,307,429 | 21,878 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,184,037 | 21,878 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $769,795 | 16,863 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $715,912 | 16,845 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $697,563 | 17,900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $610,953 | 17,541 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $585,565 | 17,381 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $561,855 | 17,219 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $508,933 | 17,044 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $554,496 | 16,854 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $603,463 | 21,078 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $663,587 | 21,262 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $702,712 | 21,033 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $547,256 | 21,016 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $516,102 | 19,896 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $498,502 | 18,776 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $444,329 | 18,756 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $477,911 | 23,836 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $463,779 | 23,602 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $531,475 | 27,943 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $258,746 | 18,286 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||