Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$83,706
+$1,756 QoQ
Shares Held
1,126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,574
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,298,207 across 13 Oil & Gas Midstream names. WMB ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,595 | $573,369 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
13,290 | $488,540 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,635 | $438,408 | |
| 4 | ENB |
Enbridge Inc
|
6,577 | $356,539 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,419 | $109,305 | |
| 6 | MPLX |
Mplx LP
|
1,935 | $108,998 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
1,126 | $83,706 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
274 | $65,488 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,706 | 1,126 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $81,950 | 1,126 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $67,683 | 1,126 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $71,332 | 1,126 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $70,724 | 1,126 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $67,289 | 1,126 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $45,027 | 832 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $37,980 | 832 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $35,360 | 832 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $58,065 | 1,490 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $45,836 | 1,316 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $63,202 | 1,876 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $61,213 | 1,876 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $61,063 | 2,045 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $114,656 | 3,485 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $98,487 | 3,440 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $138,572 | 4,440 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $114,930 | 3,440 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $89,577 | 3,440 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $89,233 | 3,440 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $48,905 | 1,842 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $43,636 | 1,842 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $36,932 | 1,842 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $36,195 | 1,842 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $35,034 | 1,842 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $34,483 | 2,437 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||