Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$544,689
+$1,751 QoQ
Shares Held
7,327
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,085
of 1,824 holders
Holding Since
Sep 2024
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, 2026Cohen Investment Advisors LLC holds $6,000,584 across 3 Oil & Gas Midstream names. WMB ranks #3 (9.1% of the industry book) .
All Filings in WMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,689 | 7,327 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $542,938 | 7,460 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $453,289 | 7,541 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $486,654 | 7,682 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $484,139 | 7,708 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $496,486 | 8,308 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $455,798 | 8,422 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $379,899 | 8,322 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||