Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,354,518
+$357,365 QoQ
Shares Held
45,124
+9.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#586
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026COZAD ASSET MANAGEMENT INC holds $3,853,476 across 2 Oil & Gas Midstream names. WMB ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
45,124 | $3,354,518 | |
| 2 | FRO |
Frontline plc
|
14,342 | $498,958 |
All Filings in WMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,354,518 | 45,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,997,153 | 41,181 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $2,671,228 | 44,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,835,355 | 44,757 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,804,340 | 44,648 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,789,118 | 46,672 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,405,092 | 44,440 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,043,978 | 44,775 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,643,840 | 62,208 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,424,947 | 62,226 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,464,535 | 70,759 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,412,136 | 71,598 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,346,880 | 71,924 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,148,994 | 71,969 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,483,752 | 75,494 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,109,945 | 73,697 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,569,019 | 82,314 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,714,061 | 81,235 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,948,859 | 74,841 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,956,446 | 75,422 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,032,190 | 76,542 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,902,662 | 80,315 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,553,794 | 77,496 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,640,617 | 83,492 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,744,780 | 91,734 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,389,232 | 98,179 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||