Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$558,293
+$9,460 QoQ
Shares Held
7,510
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,071
of 1,824 holders
Holding Since
Mar 2020
20 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, 2026Disciplined Investments, LLC holds $4,669,424 across 7 Oil & Gas Midstream names. WMB ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
25,161 | $2,187,497 | |
| 2 | TNCAF |
Tc Energy Corp
|
8,611 | $570,823 | |
| 3 | ET |
Energy Transfer LP
|
29,216 | $558,609 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
7,510 | $558,293 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,848 | $325,252 | |
| 6 | PAGP |
Plains Gp Holdings LP
|
9,794 | $237,700 | |
| 7 | PBA |
Pembina Pipeline Corp
|
5,000 | $231,250 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,293 | 7,510 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $548,833 | 7,541 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $228,057 | 3,794 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $240,666 | 3,799 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $222,661 | 3,545 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $211,371 | 3,537 | Shares | Defined | 2025-04-11 | |
| 2023-06-30 | $109,277 | 3,349 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $99,851 | 3,344 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $96,956 | 2,947 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $127,403 | 4,450 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $135,139 | 4,330 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $143,896 | 4,307 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $108,821 | 4,179 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $106,820 | 4,118 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $109,279 | 4,116 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $22,221 | 938 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $46,576 | 2,323 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $48,162 | 2,451 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $44,088 | 2,318 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $32,771 | 2,316 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||