Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$437,416
+$422,973 QoQ
Shares Held
5,884
+2480.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#320
of 577 holders
Holding Since
Dec 2022
4 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, 2026Grey Fox Wealth Advisors, LLC holds $11,203,843 across 3 Oil & Gas Midstream names. WMB ranks #2 (3.9% of the industry book) .
All Filings in WMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,416 | 5,884 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $14,443 | 228 | Shares | Sole | 2025-10-29 | |
| 2023-03-31 | $477 | 16 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $526 | 16 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||