Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$74,265
-$27,772 QoQ
Shares Held
999
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,584
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $2,947,323 across 7 Oil & Gas Midstream names. WMB ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
59,945 | $2,203,578 | |
| 2 | ET |
Energy Transfer LP
|
28,923 | $553,007 | |
| 3 | WMB |
Williams Companies, Inc.
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|
999 | $74,265 | |
| 4 | FLNG |
Flex LNG Ltd.
|
2,250 | $63,135 | |
| 5 | OKE |
Oneok Inc /New/
|
544 | $47,295 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
134 | $4,283 | |
| 7 | DTM |
DT Midstream, Inc.
|
12 | $1,760 |
All Filings in WMB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,265 | 999 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $102,037 | 1,402 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $102,126 | 1,699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $107,631 | 1,699 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $140,505 | 2,237 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $14,701 | 3,123 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $170,043 | 3,142 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||