Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$734,330
-$26,657 QoQ
Shares Held
9,878
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#972
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $13,998,935 across 12 Oil & Gas Midstream names. WMB ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
100,352 | $3,688,939 | |
| 2 | ET |
Energy Transfer LP
|
166,770 | $3,188,642 | |
| 3 | MPLX |
Mplx LP
|
31,706 | $1,785,998 | |
| 4 | WES |
Western Midstream Partners, LP
|
31,947 | $1,398,000 | |
| 5 | ENB |
Enbridge Inc
|
17,568 | $952,361 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
24,369 | $779,076 | |
| 7 | WMB |
Williams Companies, Inc.
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|
9,878 | $734,330 | |
| 8 | OKE |
Oneok Inc /New/
|
6,318 | $549,286 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,330 | 9,878 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $760,987 | 10,456 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $674,674 | 11,224 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $687,664 | 10,855 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $514,790 | 8,196 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $331,847 | 5,553 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||