Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$596,504
+$11,717 QoQ
Shares Held
8,024
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,051
of 1,824 holders
Holding Since
Sep 2025
4 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, 2026FORTEM FINANCIAL GROUP, LLC holds $7,737,325 across 6 Oil & Gas Midstream names. WMB ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
144,704 | $2,766,740 | |
| 2 | MPLX |
Mplx LP
|
29,190 | $1,644,272 | |
| 3 | PAA |
Plains All American Pipeline LP
|
63,547 | $1,414,556 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
21,313 | $783,465 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
8,024 | $596,504 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
16,634 | $531,788 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,504 | 8,024 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $584,787 | 8,035 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $209,783 | 3,490 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $256,630 | 4,051 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||