Position in WMB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$924,715
-$44,496 QoQ
Shares Held
12,439
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#890
of 1,824 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $4,270,789 across 6 Oil & Gas Midstream names. WMB ranks #2 (21.7% of the industry book) .
All Filings in WMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,715 | 12,439 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $969,211 | 13,317 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $889,447 | 14,797 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $864,410 | 13,645 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $381,068 | 6,067 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $352,404 | 5,897 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $275,146 | 5,084 | Shares | Sole | 2025-01-15 | |
| 2022-03-31 | $791,382 | 23,687 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||