Position in WMB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$15,016
+$5,046 QoQ
Shares Held
202
+47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,714
of 1,824 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $108,428 across 7 Oil & Gas Midstream names. WMB ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
338 | $29,385 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
734 | $23,465 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
595 | $21,872 | |
| 4 | WMB |
Williams Companies, Inc.
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|
202 | $15,016 | |
| 5 | TRGP |
Targa Resources Corp.
|
35 | $9,384 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
31 | $7,409 | |
| 7 | ENB |
Enbridge Inc
|
35 | $1,897 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,016 | 202 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $9,970 | 137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,306 | 55 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,728 | 122 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,363 | 165 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,748 | 46 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||