Position in WMB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$59,100
-$72,922 QoQ
Shares Held
795
-56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,610
of 1,824 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $5,051,136 across 22 Oil & Gas Midstream names. WMB ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
123,018 | $4,522,141 | |
| 2 | OKE |
Oneok Inc /New/
|
1,483 | $128,932 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
333 | $79,590 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,350 | $75,129 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
795 | $59,100 | |
| 6 | ENB |
Enbridge Inc
|
829 | $44,940 | |
| 7 | TRGP |
Targa Resources Corp.
|
164 | $43,974 | |
| 8 | ET |
Energy Transfer LP
|
1,982 | $37,895 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,100 | 795 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $132,022 | 1,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $47,967 | 798 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $40,860 | 645 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $40,512 | 645 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $37,947 | 635 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $34,366 | 635 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $28,987 | 635 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $87,975 | 2,070 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $95,437 | 2,449 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $93,135 | 2,674 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $83,045 | 2,465 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $79,715 | 2,443 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $75,456 | 2,527 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $82,052 | 2,494 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,220 | 846 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $29,899 | 958 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,998 | 419 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,697 | 142 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||