Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,412
+$30 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,802
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Advantage Trust Co holds $124,454 across 4 Oil & Gas Midstream names. WMB ranks #3 (1.1% of the industry book) .
All Filings in WMB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412 | 19 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,382 | 19 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,142 | 19 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,203 | 19 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,193 | 19 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,135 | 19 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,788 | 70 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||