Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$735,742
-$13,600 QoQ
Shares Held
9,897
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#970
of 1,819 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $9,316,725 across 15 Oil & Gas Midstream names. WMB ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNTK |
Kinetik Holdings Inc.
|
117,726 | $5,690,874 | |
| 2 | ENB |
Enbridge Inc
|
18,224 | $987,923 | |
| 3 | OKE |
Oneok Inc /New/
|
8,464 | $735,860 | |
| 4 | WMB |
Williams Companies, Inc.
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|
9,897 | $735,742 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
10,532 | $336,708 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,710 | $283,419 | |
| 7 | PAA |
Plains All American Pipeline LP
|
9,758 | $217,213 | |
| 8 | ET |
Energy Transfer LP
|
11,100 | $212,232 |
All Filings in WMB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,742 | 9,897 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $749,342 | 10,296 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $643,237 | 10,701 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $687,727 | 10,856 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $726,837 | 11,572 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $714,430 | 11,955 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $708,051 | 13,083 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $617,051 | 13,517 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $596,147 | 14,027 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $554,893 | 14,239 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $506,254 | 14,535 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $506,764 | 15,042 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $478,388 | 14,661 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $220,127 | 7,372 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||