Position in WMB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$307,786
+$72,756 QoQ
Shares Held
4,229
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Resurgent Financial Advisors LLC holds $1,747,766 across 4 Oil & Gas Midstream names. WMB ranks #3 (17.6% of the industry book) .
All Filings in WMB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,786 | 4,229 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $235,030 | 3,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $237,372 | 3,747 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,844 | 4,137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $254,338 | 4,256 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $243,540 | 4,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $259,611 | 5,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,255 | 6,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $358,757 | 9,206 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $257,672 | 7,398 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $299,167 | 8,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,020 | 8,122 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $243,209 | 8,145 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $369,269 | 11,224 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $200,581 | 7,006 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $224,682 | 6,725 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||