CARY STREET PARTNERS FINANCIAL LLC
Position in WMB — Williams Companies, Inc.
CIK 1475045
RICHMOND, VA
Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$26,087,318
+$332,442 QoQ
Shares Held
350,919
-0.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#234
of 1,824 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $42,849,476 across 11 Oil & Gas Midstream names. WMB ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
350,919 | $26,087,318 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
251,603 | $8,043,747 | |
| 3 | ET |
Energy Transfer LP
|
150,082 | $2,869,567 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
52,374 | $1,925,268 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
5,097 | $1,218,233 | |
| 6 | OKE |
Oneok Inc /New/
|
13,182 | $1,146,043 | |
| 7 | MPLX |
Mplx LP
|
15,019 | $846,020 | |
| 8 | ENB |
Enbridge Inc
|
6,032 | $326,994 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,087,318 | 350,919 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $25,754,876 | 353,873 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $21,290,421 | 354,191 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $22,159,133 | 349,789 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $21,924,270 | 349,057 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,815,961 | 348,326 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $18,812,653 | 347,610 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||