Position in WMB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$208,152
+$4,368 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,499
of 1,824 holders
Holding Since
Mar 2020
15 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, 2026NEVILLE RODIE & SHAW INC holds $2,661,033 across 4 Oil & Gas Midstream names. WMB ranks #4 (7.8% of the industry book) .
All Filings in WMB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,152 | 2,800 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $203,784 | 2,800 | Shares | Sole | 2026-04-01 | |
| 2024-06-30 | $201,577 | 4,743 | Shares | Other | 2024-07-01 | |
| 2022-12-31 | $846,944 | 25,743 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $737,022 | 25,743 | Shares | Other | 2022-10-04 | |
| 2022-06-30 | $803,439 | 25,743 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $860,073 | 25,743 | Shares | Other | 2022-04-05 | |
| 2021-12-31 | $670,347 | 25,743 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $667,773 | 25,743 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $683,476 | 25,743 | Shares | Other | 2021-07-06 | |
| 2021-03-31 | $609,851 | 25,743 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $516,808 | 25,776 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $506,497 | 25,776 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $490,258 | 25,776 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $364,729 | 25,776 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||