BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in WMB — Williams Companies, Inc.

CIK 911274 CANTON, OH

Position in WMB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$890,244

+$222,963 QoQ

Shares Held

12,232

+10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $3,663,488 across 5 Oil & Gas Midstream names. WMB ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	36,903	$1,237,357
2	WMB	Williams Companies, Inc. This page	12,232	$890,244
3	PBT	Permian Basin Royalty Trust	29,617	$637,357
4	TRGP	Targa Resources Corp.	2,230	$559,127
5	ENB	Enbridge Inc	6,269	$339,403

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,244	12,232	+10.2%	Shares	Sole	2026-04-16
2025-12-31	$667,281	11,101	-17.0%	Shares	Sole	2026-02-05
2025-09-30	$847,369	13,376	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$849,756	13,529	+2.9%	Shares	Sole	2025-08-07
2025-03-31	$785,664	13,147	+1.9%	Shares	Sole	2025-04-08
2024-12-31	$698,148	12,900	0.0%	Shares	Sole	2025-01-28
2024-09-30	$588,885	12,900	0.0%	Shares	Sole	2024-10-22
2024-06-30	$548,250	12,900	+16.5%	Shares	Sole	2024-07-03
2024-03-31	$431,592	11,075	0.0%	Shares	Sole	2024-04-08
2023-12-31	$385,742	11,075	-4.3%	Shares	Sole	2024-01-09
2023-09-30	$389,961	11,575	0.0%	Shares	Sole	2023-10-10
2023-06-30	$377,692	11,575	0.0%	Shares	Sole	2023-07-11
2023-03-31	$345,629	11,575	0.0%	Shares	Sole	2023-04-11
2022-12-31	$380,817	11,575	-1.0%	Shares	Sole	2023-01-17
2022-09-30	$334,827	11,695	+2.8%	Shares	Sole	2022-10-06
2022-06-30	$355,013	11,375	0.0%	Shares	Sole	2022-07-11
2022-03-31	$380,038	11,375	-8.1%	Shares	Sole	2022-04-12
2021-12-31	$322,245	12,375	+0.8%	Shares	Sole	2022-01-10
2021-09-30	$318,413	12,275	+8.9%	Shares	Sole	2021-10-08
2021-06-30	$299,351	11,275	+804.9%	Shares	Sole	2021-07-08
2020-06-30	$23,698	1,246	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.