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Chevy Chase Trust Holdings, LLC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on WMB, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 1,509,900 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,509,900 shares
    Change vs previous 13F +45,193 shares

    0.29% of the 13F portfolio, value $112,245,974.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,464,707 shares
    Change vs previous 13F +203,076 shares

    0.31% of the 13F portfolio, value $106,601,399.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,261,631 shares
    Change vs previous 13F +366,854 shares

    0.2% of the 13F portfolio, value $75,836,640.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 894,777 shares
    Change vs previous 13F +248,455 shares

    0.16% of the 13F portfolio, value $56,684,122.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 646,322 shares
    Change vs previous 13F +5,618 shares

    0.12% of the 13F portfolio, value $40,595,484.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 640,704 shares
    Change vs previous 13F -466 shares

    0.12% of the 13F portfolio, value $38,288,470.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 641,170 shares
    Change vs previous 13F -12,996 shares

    0.11% of the 13F portfolio, value $34,700,120.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 654,166 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,862,678.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).