Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$490,272
+$33,651 QoQ
Shares Held
6,595
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,125
of 1,824 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $7,071,104 across 7 Oil & Gas Midstream names. WMB ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
61,273 | $2,252,395 | |
| 2 | ET |
Energy Transfer LP
|
98,401 | $1,881,427 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,585 | $856,850 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
19,197 | $613,728 | |
| 5 | ENB |
Enbridge Inc
|
9,209 | $499,219 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
6,595 | $490,272 | |
| 7 | OKE |
Oneok Inc /New/
|
5,489 | $477,213 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,272 | 6,595 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $456,621 | 6,274 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $450,163 | 7,489 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $479,116 | 7,563 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $372,840 | 5,936 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $5,062,817 | 93,548 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,294,623 | 115,983 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $6,985,300 | 164,360 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,236,738 | 211,361 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,143,876 | 205,107 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,120,752 | 211,361 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $6,798,199 | 208,342 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,242,830 | 209,070 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,336,601 | 222,997 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $7,593,963 | 265,245 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,575,166 | 178,634 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,979,921 | 178,986 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,916,534 | 188,807 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,759,886 | 183,496 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,852,490 | 182,768 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,365,497 | 184,276 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $334,874 | 16,702 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $342,184 | 17,414 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $335,227 | 17,625 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $314,214 | 22,206 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||