Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,834
+$332 QoQ
Shares Held
213
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,710
of 1,824 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $879,102 across 9 Oil & Gas Midstream names. WMB ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
8,083 | $438,179 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
3,936 | $144,687 | |
| 3 | OKE |
Oneok Inc /New/
|
1,421 | $123,541 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,941 | $94,023 | |
| 5 | MPLX |
Mplx LP
|
524 | $29,516 | |
| 6 | SBR |
Sabine Royalty Trust
|
226 | $16,543 | |
| 7 | PBA |
Pembina Pipeline Corp
|
350 | $16,187 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
213 | $15,834 |
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,834 | 213 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,502 | 213 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||