Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$379,282
-$3,904 QoQ
Shares Held
5,102
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,227
of 1,824 holders
Holding Since
Sep 2025
4 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, 2026Investment Research Partners LLC holds $1,621,011 across 4 Oil & Gas Midstream names. WMB ranks #3 (23.4% of the industry book) .
All Filings in WMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,282 | 5,102 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $383,186 | 5,265 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $322,971 | 5,373 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $341,266 | 5,387 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||