Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$263,163
+$5,522 QoQ
Shares Held
3,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,381
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $263,163 across 1 Oil & Gas Midstream name. WMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
3,540 | $263,163 |
All Filings in WMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,163 | 3,540 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $257,641 | 3,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $240,440 | 4,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,400 | 4,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,240 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $239,040 | 4,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||