Position in WMB
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$79,022,081
+$8,043,969 QoQ
Shares Held
1,062,982
+9.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 38%
Shared 8%
None 54%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $294,072,020 across 30 Oil & Gas Midstream names. WMB ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
2,643,627 | $97,179,728 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
1,062,982 | $79,022,081 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
694,124 | $22,191,143 | |
| 4 | MPLX |
Mplx LP
|
348,098 | $19,608,360 | |
| 5 | OKE |
Oneok Inc /New/
|
200,232 | $17,408,169 | |
| 6 | TRGP |
Targa Resources Corp.
|
42,659 | $11,438,583 | |
| 7 | ENB |
Enbridge Inc
|
204,592 | $11,090,931 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
43,010 | $10,279,819 |
All Filings in WMB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,022,081 | 1,062,982 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $70,978,112 | 975,242 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $67,526,431 | 1,123,381 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $45,311,972 | 715,264 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $33,589,217 | 534,775 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $31,738,355 | 531,097 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,434,922 | 562,360 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $26,892,870 | 589,110 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $25,545,177 | 601,063 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $21,247,223 | 545,220 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,901,021 | 542,665 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $18,766,980 | 557,049 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $17,470,590 | 535,415 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $14,561,198 | 487,649 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $14,793,780 | 449,659 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||