Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$50,922
+$50,122 QoQ
Shares Held
685
+6127.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,624
of 1,824 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026IMA Advisory Services, Inc. holds $4,733,268 across 7 Oil & Gas Midstream names. WMB ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
127,675 | $4,081,769 | |
| 2 | OKE |
Oneok Inc /New/
|
4,566 | $396,968 | |
| 3 | ENB |
Enbridge Inc
|
3,042 | $164,906 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
685 | $50,922 | |
| 5 | PAGP |
Plains Gp Holdings LP
|
1,111 | $26,963 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
48 | $11,472 | |
| 7 | TRGP |
Targa Resources Corp.
|
1 | $268 |
All Filings in WMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,922 | 685 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $800 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $661 | 11 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $696 | 11 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $690 | 11 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $3,874 | 115 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,719 | 114 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,344 | 112 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,651 | 111 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,120 | 109 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,370 | 108 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,541 | 106 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,734 | 105 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,671 | 103 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,708 | 102 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,369 | 100 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||