Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,347
+$3,503 QoQ
Shares Held
193
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,717
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $130,472 across 6 Oil & Gas Midstream names. WMB ranks #5 (11.0% of the industry book) .
All Filings in WMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,347 | 193 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,844 | 149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,071 | 101 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||