Lummis Asset Management, LP

Position in WMB — Williams Companies, Inc.

CIK 2011652 FORT WORTH, TX

Position in WMB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,001,211

-$19,019 QoQ

Shares Held

13,468

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#873

of 1,827 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Lummis Asset Management, LP holds $1,114,036 across 4 Oil & Gas Midstream names. WMB ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	13,468	$1,001,211
2	KMI	Kinder Morgan, Inc.	1,500	$47,955
3	PBT	Permian Basin Royalty Trust	1,850	$46,324
4	ET	Energy Transfer LP	970	$18,546

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,001,211	13,468	-3.9%	Shares	Sole	2026-08-03
2026-03-31	$1,020,230	14,018	-7.1%	Shares	Sole	2026-05-11
2025-12-31	$907,420	15,096	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$960,449	15,161	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$949,750	15,121	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$906,260	15,165	+7.3%	Shares	Sole	2025-05-15
2024-12-31	$764,877	14,133	-3.4%	Shares	Sole	2025-01-15
2024-09-30	$667,768	14,628	+3.4%	Shares	Sole	2024-11-06
2024-06-30	$601,077	14,143	0.0%	Shares	Sole	2024-08-14
2024-03-31	$551,152	14,143	+126.1%	Shares	Sole	2024-05-17
2023-12-31	$217,896	6,256	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.