Perigon Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in WMB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,938,935

+$153,351 QoQ

Shares Held

26,082

+6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#702

of 1,824 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $11,453,439 across 12 Oil & Gas Midstream names. WMB ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	96,653	$3,552,964
2	WMB	Williams Companies, Inc. This page	26,082	$1,938,935
3	OKE	Oneok Inc /New/	14,570	$1,266,715
4	ET	Energy Transfer LP	54,676	$1,045,405
5	KMI	Kinder Morgan, Inc.	19,539	$624,661
6	ENB	Enbridge Inc	10,512	$569,855
7	FRO	Frontline plc	15,565	$541,506
8	TEN	Tsakos Energy Navigation Ltd	14,901	$527,048

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,938,935	26,082	+6.3%	Shares	Sole	2026-08-07
2026-03-31	$1,785,584	24,534	-9.6%	Shares	Sole	2026-04-10
2025-12-31	$1,631,926	27,149	-10.7%	Shares	Sole	2026-01-16
2025-09-30	$1,926,853	30,416	+20.0%	Shares	Sole	2025-10-17
2025-06-30	$1,592,045	25,347	-7.7%	Shares	Sole	2025-07-16
2025-03-31	$1,641,906	27,475	+7.7%	Shares	Sole	2025-04-23
2024-12-31	$1,380,547	25,509	+138.5%	Shares	Sole	2025-01-22
2024-09-30	$488,226	10,695	-14.0%	Shares	Sole	2024-10-16
2023-12-31	$433,389	12,443	+14.0%	Shares	Sole	2024-01-29
2023-09-30	$367,658	10,913	+11.2%	Shares	Sole	2023-10-30
2023-03-31	$293,046	9,814	+9.0%	Shares	Sole	2023-05-03
2022-12-31	$296,132	9,001	+622.4%	Shares	Sole	2023-05-01
2020-12-31	$24,982	1,246	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.