LVW Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1576053 PITTSFORD, NY

Position in WMB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$309,774

+$99,877 QoQ

Shares Held

4,167

+44.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,308

of 1,824 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

LVW Advisors, LLC holds $1,818,629 across 3 Oil & Gas Midstream names. WMB ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	33,659	$1,076,078
2	TRGP	Targa Resources Corp.	1,614	$432,777
3	WMB	Williams Companies, Inc. This page	4,167	$309,774

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,774	4,167	+44.5%	Shares	Sole	2026-07-15
2026-03-31	$209,897	2,884	-33.6%	Shares	Sole	2026-04-20
2025-09-30	$275,129	4,343	-29.3%	Shares	Sole	2025-10-20
2025-06-30	$385,904	6,144	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.