Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$806,886
+$45,972 QoQ
Shares Held
10,854
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#946
of 1,824 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Western Financial Corp/CA holds $1,466,527 across 2 Oil & Gas Midstream names. WMB ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
10,854 | $806,886 | |
| 2 | VG |
Venture Global, Inc.
|
59,267 | $659,641 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,886 | 10,854 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $760,914 | 10,455 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $732,320 | 12,183 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $776,987 | 12,265 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $703,660 | 11,203 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||