Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$732,843
+$17,416 QoQ
Shares Held
9,858
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#975
of 1,824 holders
Holding Since
Mar 2022
18 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, 2026Values First Advisors, Inc. holds $1,811,041 across 3 Oil & Gas Midstream names. WMB ranks #2 (40.5% of the industry book) .
All Filings in WMB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,843 | 9,858 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $715,427 | 9,830 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $575,553 | 9,575 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $716,045 | 11,303 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $715,343 | 11,389 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $685,028 | 11,463 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $676,987 | 12,509 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $419,888 | 9,198 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $373,575 | 8,790 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $352,795 | 9,053 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $215,771 | 6,195 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $434,499 | 12,897 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $434,501 | 13,316 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $383,641 | 12,848 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $405,953 | 12,339 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $362,026 | 12,645 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $395,774 | 12,681 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $380,339 | 11,384 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||