Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$625,125
-$215,192 QoQ
Shares Held
8,409
-27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,034
of 1,824 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $27,491,683 across 9 Oil & Gas Midstream names. WMB ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
147,028 | $12,782,614 | |
| 2 | ET |
Energy Transfer LP
|
392,423 | $7,503,127 | |
| 3 | MPLX |
Mplx LP
|
62,292 | $3,508,908 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
42,436 | $1,559,947 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
27,784 | $888,254 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
8,409 | $625,125 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,122 | $268,169 | |
| 8 | ENB |
Enbridge Inc
|
4,496 | $243,728 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,125 | 8,409 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $840,317 | 11,546 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,457,005 | 24,239 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,523,630 | 24,051 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,403,803 | 22,350 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,507,266 | 25,222 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,412,748 | 26,104 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $1,163,298 | 25,483 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,082,517 | 25,471 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,014,193 | 26,025 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $906,067 | 26,014 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $918,523 | 27,264 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $889,493 | 27,260 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $810,848 | 27,155 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $883,496 | 26,854 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $777,590 | 27,160 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $869,011 | 27,844 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $896,824 | 26,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $699,017 | 26,844 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||