Catherine Avery Investment Management LLC
Position in WMB — Williams Companies, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$252,756
+$5,304 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,403
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $6,579,907 across 4 Oil & Gas Midstream names. WMB ranks #2 (3.8% of the industry book) .
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,756 | 3,400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $247,452 | 3,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,374 | 3,400 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $215,390 | 3,400 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $213,554 | 3,400 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $203,184 | 3,400 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $184,008 | 3,400 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||