Position in WMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,846,153
+$119,840 QoQ
Shares Held
159,351
-1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#355
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026STEPHENS INC /AR/ holds $113,969,868 across 17 Oil & Gas Midstream names. WMB ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,479,489 | $28,287,829 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
645,519 | $23,729,278 | |
| 3 | MPLX |
Mplx LP
|
211,656 | $11,922,582 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
159,351 | $11,846,153 | |
| 5 | WES |
Western Midstream Partners, LP
|
215,066 | $9,411,288 | |
| 6 | PAGP |
Plains Gp Holdings LP
|
272,454 | $6,612,458 | |
| 7 | ENB |
Enbridge Inc
|
83,750 | $4,540,087 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
119,550 | $3,822,013 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,846,153 | 159,351 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $11,726,313 | 161,120 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $9,912,139 | 164,900 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,595,117 | 151,462 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $9,000,987 | 143,305 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,696,287 | 112,053 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $6,216,602 | 114,867 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $5,943,356 | 130,194 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $5,769,332 | 135,749 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,527,933 | 141,851 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,776,760 | 137,145 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,774,041 | 141,705 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,051,939 | 154,825 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,029,547 | 134,948 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,345,563 | 132,084 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,776,010 | 131,890 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $4,205,890 | 134,761 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,842,545 | 144,943 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,950,814 | 151,721 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $5,756,993 | 221,935 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $6,371,522 | 239,982 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,462,840 | 188,385 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,221,754 | 160,686 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,358,931 | 170,938 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,225,297 | 169,574 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $2,621,046 | 185,233 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||