EXENCIAL WEALTH ADVISORS, LLC
Position in WMB — Williams Companies, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in WMB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,956,390
+$856,588 QoQ
Shares Held
68,101
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $31,799,127 across 11 Oil & Gas Midstream names. WMB ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
34,849 | $8,737,689 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
68,101 | $4,956,390 | |
| 3 | OKE |
Oneok Inc /New/
|
52,694 | $4,763,010 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
94,496 | $3,575,728 | |
| 5 | ENB |
Enbridge Inc
|
50,443 | $2,730,984 | |
| 6 | ET |
Energy Transfer LP
|
98,143 | $1,894,159 | |
| 7 | MPLX |
Mplx LP
|
25,685 | $1,465,842 | |
| 8 | PAA |
Plains All American Pipeline LP
|
50,048 | $1,117,571 |
All Filings in WMB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,956,390 | 68,101 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,099,802 | 68,205 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,347,647 | 68,629 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,347,645 | 69,219 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,070,731 | 68,118 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,629,016 | 67,055 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,040,198 | 66,598 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,805,425 | 66,010 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,554,795 | 65,558 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $667,934 | 19,177 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $529,337 | 15,712 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $509,452 | 15,613 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $548,050 | 18,354 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $605,162 | 18,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $530,828 | 18,541 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $590,368 | 18,916 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $617,851 | 18,493 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $474,136 | 18,208 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $680,769 | 26,244 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $827,935 | 31,184 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $871,909 | 36,805 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $373,992 | 18,653 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $366,531 | 18,653 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $367,409 | 19,317 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $217,400 | 15,364 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||