BOK Financial Private Wealth, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1317348
DENVER, CO
Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$521,718
+$28,125 QoQ
Shares Held
7,018
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,105
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $788,075 across 11 Oil & Gas Midstream names. WMB ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
7,018 | $521,718 | |
| 2 | ET |
Energy Transfer LP
|
2,960 | $56,595 | |
| 3 | OKE |
Oneok Inc /New/
|
635 | $55,206 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
1,542 | $49,297 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,310 | $48,155 | |
| 6 | SBR |
Sabine Royalty Trust
|
425 | $31,110 | |
| 7 | PBT |
Permian Basin Royalty Trust
|
490 | $12,269 | |
| 8 | ENB |
Enbridge Inc
|
137 | $7,426 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,718 | 7,018 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $493,593 | 6,782 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $464,229 | 7,723 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $490,772 | 7,747 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $498,711 | 7,940 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,708 | 380 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||