Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,661,275
+$484,350 QoQ
Shares Held
22,347
+38.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#740
of 1,824 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $28,466,554 across 14 Oil & Gas Midstream names. WMB ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
22,347 | $1,661,275 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
2,435 | $581,989 |
All Filings in WMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661,275 | 22,347 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,176,925 | 16,171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,103,439 | 18,357 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,389,922 | 22,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,156,893 | 19,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $968,152 | 17,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $808,278 | 17,706 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $493,297 | 11,607 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $402,949 | 10,340 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $352,827 | 10,130 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $365,469 | 10,848 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $126,539 | 3,878 | Shares | Sole | 2023-08-14 | |
| 2021-06-30 | $243,861 | 9,185 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||