Forvis Mazars Wealth Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1352864 Springfield, MO

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$513,020

+$5,162 QoQ

Shares Held

6,901

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,115

of 1,824 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. WMB ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAA	Plains All American Pipeline LP	87,542	$1,948,684
2	PAGP	Plains Gp Holdings LP	47,326	$1,148,602
3	WMB	Williams Companies, Inc. This page	6,901	$513,020
4	ENB	Enbridge Inc	9,014	$488,648
5	KMI	Kinder Morgan, Inc.	14,955	$478,111
6	EPD	Enterprise Products Partners L.P.	13,001	$477,916
7	DTM	DT Midstream, Inc.	1,513	$222,017

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,020	6,901	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$507,858	6,978	+12.0%	Shares	Sole	2026-05-01
2025-12-31	$374,665	6,233	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$398,851	6,296	+26.1%	Shares	Sole	2025-10-30
2025-06-30	$313,673	4,994	+4.2%	Shares	Sole	2025-07-29
2025-03-31	$286,369	4,792	+7.3%	Shares	Sole	2025-05-13
2024-12-31	$241,591	4,464	-4.9%	Shares	Sole	2025-02-04
2024-09-30	$214,189	4,692	-67.9%	Shares	Sole	2024-11-14
2020-12-31	$292,790	14,603	+5.3%	Shares	Sole	2021-01-22
2020-09-30	$272,486	13,867	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.