Position in WMB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,535,438
+$273,009 QoQ
Shares Held
21,097
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026RWA WEALTH PARTNERS, LLC holds $13,500,554 across 7 Oil & Gas Midstream names. WMB ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
49,151 | $4,442,758 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
95,389 | $3,609,518 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
60,517 | $2,029,134 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
21,097 | $1,535,438 | |
| 5 | ET |
Energy Transfer LP
|
47,528 | $917,289 | |
| 6 | SBR |
Sabine Royalty Trust
|
6,869 | $517,510 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,582 | $448,907 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,535,438 | 21,097 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,262,429 | 21,002 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,335,544 | 21,082 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,237,796 | 19,707 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $817,994 | 13,688 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $809,905 | 14,965 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $651,745 | 14,277 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $603,202 | 14,193 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $552,477 | 14,177 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $575,461 | 16,522 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||