Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$858,701
+$48,733 QoQ
Shares Held
11,551
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#920
of 1,824 holders
Holding Since
Jun 2023
13 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,584,533 across 4 Oil & Gas Midstream names. WMB ranks #1 (54.2% of the industry book) .
All Filings in WMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,701 | 11,551 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $809,968 | 11,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $629,952 | 10,480 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $669,546 | 10,569 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $654,982 | 10,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $611,703 | 10,236 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $546,612 | 10,100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $452,893 | 9,921 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $420,580 | 9,896 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $369,786 | 9,489 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $301,976 | 8,670 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $286,499 | 8,504 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $244,007 | 7,478 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||