Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,814,444
+$336,689 QoQ
Shares Held
226,183
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#292
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, 2026CFM WEALTH PARTNERS LLC holds $38,484,949 across 11 Oil & Gas Midstream names. WMB ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
226,183 | $16,814,444 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
183,670 | $6,751,709 | |
| 3 | ET |
Energy Transfer LP
|
188,858 | $3,610,964 | |
| 4 | MPLX |
Mplx LP
|
46,729 | $2,632,244 | |
| 5 | WES |
Western Midstream Partners, LP
|
49,883 | $2,182,880 | |
| 6 | TRGP |
Targa Resources Corp.
|
6,166 | $1,653,351 | |
| 7 | HESM |
Hess Midstream LP
|
42,260 | $1,588,976 | |
| 8 | ENB |
Enbridge Inc
|
26,264 | $1,423,771 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,814,444 | 226,183 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,477,755 | 226,405 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,636,434 | 226,858 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,258,311 | 225,072 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,944,636 | 222,013 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $13,267,496 | 222,013 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,015,343 | 222,013 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,209,896 | 223,656 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,555,785 | 224,842 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,719,732 | 223,755 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,910,136 | 227,107 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,599,385 | 225,568 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,360,283 | 225,568 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $11,736,174 | 393,040 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $12,931,016 | 393,040 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $11,252,735 | 393,040 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $13,170,463 | 421,995 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $13,767,358 | 412,073 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $10,741,630 | 412,505 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,636,541 | 410,044 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $10,708,783 | 403,344 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,494,056 | 485,186 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,069,356 | 452,337 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,714,283 | 443,475 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,267,556 | 434,677 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,029,046 | 426,081 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||