Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$165,019,783
+$8,648,751 QoQ
Shares Held
2,219,798
+3.3% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#68
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Derivatives in WMB
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$444,814
PutShares
7,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. WMB ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TNCAF |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in WMB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,019,783 | 2,219,798 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $156,371,032 | 2,148,544 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $444,814 | 7,400 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $125,799,710 | 2,092,825 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $148,393,954 | 2,342,446 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $142,074,272 | 2,261,969 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $125,674,562 | 2,102,988 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $115,730,749 | 2,138,410 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $112,488,630 | 2,464,154 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $118,514,437 | 2,788,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $118,058,328 | 3,029,467 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $102,750,171 | 2,950,048 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $93,754,014 | 2,782,844 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,155,077 | 2,640,364 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $72,045,133 | 2,412,764 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $73,211,975 | 2,225,288 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $58,088,409 | 2,028,935 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,219,539 | 1,865,413 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,991,523 | 1,645,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,358,610 | 1,396,260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,617,604 | 1,257,425 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,593,857 | 1,152,311 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,195,123 | 683,627 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,483,992 | 622,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,967,883 | 558,162 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,723,265 | 353,484 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,734,646 | 334,604 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||