Annis Gardner Whiting Capital Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1998414
TAMPA, FL
Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,032,062
+$400,332 QoQ
Shares Held
13,883
+59.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#864
of 1,819 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $3,989,230 across 5 Oil & Gas Midstream names. WMB ranks #2 (25.9% of the industry book) .
All Filings in WMB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,062 | 13,883 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $631,730 | 8,680 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $322,790 | 5,370 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $308,134 | 4,864 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $288,674 | 4,596 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $211,669 | 3,542 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $202,787 | 3,747 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $227,200 | 4,977 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $211,522 | 4,977 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $192,745 | 4,946 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $171,189 | 4,915 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $165,586 | 4,915 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||