Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$434,889
-$16,856 QoQ
Shares Held
5,850
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,178
of 1,824 holders
Holding Since
Mar 2024
10 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, 2026Davis Investment Partners, LLC holds $2,591,590 across 4 Oil & Gas Midstream names. WMB ranks #4 (16.8% of the industry book) .
All Filings in WMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,889 | 5,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $451,745 | 6,207 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $373,102 | 6,207 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $393,213 | 6,207 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $389,861 | 6,207 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $370,930 | 6,207 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $287,593 | 5,314 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $242,584 | 5,314 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $225,845 | 5,314 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $207,086 | 5,314 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||