ALBION FINANCIAL GROUP /UT
Position in WMB — Williams Companies, Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$95,452
+$1,857 QoQ
Shares Held
1,284
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,560
of 1,824 holders
Holding Since
Dec 2020
22 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, 2026ALBION FINANCIAL GROUP /UT holds $663,947 across 7 Oil & Gas Midstream names. WMB ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
8,337 | $306,468 | |
| 2 | OKE |
Oneok Inc /New/
|
1,999 | $173,793 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
1,284 | $95,452 | |
| 4 | ET |
Energy Transfer LP
|
3,174 | $60,686 | |
| 5 | ENB |
Enbridge Inc
|
238 | $12,901 | |
| 6 | TRGP |
Targa Resources Corp.
|
30 | $8,044 | |
| 7 | DTM |
DT Midstream, Inc.
|
45 | $6,603 |
All Filings in WMB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,452 | 1,284 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $93,595 | 1,286 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $71,170 | 1,184 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $75,006 | 1,184 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $74,367 | 1,184 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $70,755 | 1,184 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $64,078 | 1,184 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $45,650 | 1,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $42,500 | 1,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $38,970 | 1,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,830 | 1,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $38,372 | 1,139 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $32,630 | 1,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $29,860 | 1,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $32,900 | 1,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $28,630 | 1,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $32,083 | 1,028 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $34,345 | 1,028 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $91,660 | 3,520 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $134,913 | 5,201 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $138,060 | 5,200 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $104,219 | 5,198 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||