Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$515,622
-$31,974 QoQ
Shares Held
6,936
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,112
of 1,824 holders
Holding Since
Jun 2024
8 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, 2026GENTRY PRIVATE WEALTH, LLC holds $1,431,051 across 3 Oil & Gas Midstream names. WMB ranks #1 (36.0% of the industry book) .
All Filings in WMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,622 | 6,936 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $547,596 | 7,524 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $517,847 | 8,615 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $606,766 | 9,578 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $589,094 | 9,379 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $555,887 | 9,302 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $446,639 | 9,784 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $419,560 | 9,872 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||