Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,070,074
+$1,612,375 QoQ
Shares Held
444,849
+2.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 1,827 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. WMB ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in WMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,070,074 | 444,849 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,457,699 | 432,230 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,060,900 | 383,645 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,011,697 | 363,247 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,841,619 | 284,057 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,002,508 | 251,046 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,750,480 | 217,119 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,086,449 | 199,046 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,695,174 | 181,063 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,218,013 | 159,559 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,030,844 | 144,440 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,506,575 | 133,766 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,796,282 | 146,990 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,762,666 | 326,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,049,167 | 123,075 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,460,737 | 120,878 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,298,397 | 105,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,059,854 | 91,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,407,398 | 92,450 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,923,515 | 112,703 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,102,818 | 116,867 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,396,954 | 101,180 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,552,732 | 77,443 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,704,794 | 86,758 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,529,112 | 80,395 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,639,035 | 327,847 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||