Position in WMB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,360,146
+$87,737 QoQ
Shares Held
31,748
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#658
of 1,824 holders
Holding Since
Jun 2021
20 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, 2026Segment Wealth Management, LLC holds $21,308,757 across 9 Oil & Gas Midstream names. WMB ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
321,451 | $11,816,538 | |
| 2 | OKE |
Oneok Inc /New/
|
28,851 | $2,508,305 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
31,748 | $2,360,146 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
40,614 | $1,298,429 | |
| 5 | TRGP |
Targa Resources Corp.
|
3,412 | $914,893 | |
| 6 | MPLX |
Mplx LP
|
15,447 | $870,129 | |
| 7 | ENB |
Enbridge Inc
|
12,685 | $687,653 | |
| 8 | PAA |
Plains All American Pipeline LP
|
24,400 | $543,144 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,360,146 | 31,748 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,272,409 | 31,223 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,913,782 | 31,838 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,987,669 | 31,376 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,071,536 | 32,981 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,884,591 | 31,536 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,522,503 | 28,132 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,273,269 | 27,892 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,165,477 | 27,423 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,061,075 | 27,228 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $872,526 | 25,051 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $405,998 | 12,051 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $308,549 | 9,456 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $321,174 | 10,756 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $353,872 | 10,756 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $276,623 | 9,662 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $325,582 | 10,432 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $355,382 | 10,637 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $273,810 | 10,515 | Shares | Sole | 2022-01-24 | |
| 2021-06-30 | $611,287 | 23,024 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||