Position in WMB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$62,668
+$1,315 QoQ
Shares Held
843
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,608
of 1,824 holders
Holding Since
Dec 2020
22 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, 2026WOLFF WIESE MAGANA LLC holds $356,429 across 12 Oil & Gas Midstream names. WMB ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
2,998 | $110,206 | |
| 2 | ET |
Energy Transfer LP
|
4,318 | $82,560 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
843 | $62,668 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
941 | $30,083 | |
| 5 | VNOM |
Viper Energy, Inc.
|
563 | $23,871 | |
| 6 | ENB |
Enbridge Inc
|
440 | $23,852 | |
| 7 | PAA |
Plains All American Pipeline LP
|
500 | $11,130 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
200 | $6,956 |
All Filings in WMB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,668 | 843 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $61,353 | 843 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,628 | 443 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $28,064 | 443 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $27,824 | 443 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,928 | 300 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,623 | 30 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,369 | 30 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,275 | 30 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,169 | 30 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,044 | 30 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,010 | 30 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $978 | 30 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $895 | 30 | Shares | Sole | 2023-04-18 | |
| 2022-09-30 | $16,490 | 576 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $17,633 | 565 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $18,074 | 541 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $14,556 | 559 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $14,318 | 552 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $14,150 | 533 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $11,229 | 474 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $9,503 | 474 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||