CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in WMB — Williams Companies, Inc.
CIK 1034642
PASADENA, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$372,146
+$29,062 QoQ
Shares Held
5,006
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,232
of 1,824 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $5,469,083 across 6 Oil & Gas Midstream names. WMB ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
39,780 | $3,458,473 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
17,354 | $637,933 | |
| 3 | ENB |
Enbridge Inc
|
7,383 | $400,232 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
5,006 | $372,146 | |
| 5 | PAA |
Plains All American Pipeline LP
|
15,183 | $337,973 | |
| 6 | ET |
Energy Transfer LP
|
13,720 | $262,326 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,146 | 5,006 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $343,084 | 4,714 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $250,298 | 4,164 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $263,789 | 4,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $261,792 | 4,168 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $248,840 | 4,164 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $225,355 | 4,164 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||