Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,960,736
+$706,278 QoQ
Shares Held
268,506
+1.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#262
of 1,827 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Capital Investment Advisors, LLC holds $112,579,989 across 13 Oil & Gas Midstream names. WMB ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
314,289 | $27,324,285 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
594,583 | $21,856,871 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
268,506 | $19,960,736 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
622,219 | $19,892,341 | |
| 5 | TRGP |
Targa Resources Corp.
|
33,744 | $9,048,116 | |
| 6 | ET |
Energy Transfer LP
|
375,209 | $7,173,996 | |
| 7 | ENB |
Enbridge Inc
|
50,606 | $2,743,351 | |
| 8 | PBA |
Pembina Pipeline Corp
|
42,261 | $1,954,571 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,960,736 | 268,506 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,254,458 | 264,557 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,541,560 | 258,552 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $15,865,690 | 250,445 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $236,155 | 0 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $13,444,207 | 224,970 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,185,954 | 206,688 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,292,139 | 181,646 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,015,347 | 165,067 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,880,456 | 150,897 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,816,849 | 138,296 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,077,500 | 121,030 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,059,237 | 124,402 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,766,928 | 126,153 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,083,909 | 124,131 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,350,425 | 117,025 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,267,250 | 72,645 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,374,649 | 71,076 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,846,808 | 70,922 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,848,302 | 71,253 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,536,129 | 57,858 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,370,348 | 57,845 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,131,662 | 56,442 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,183,323 | 60,220 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,099,508 | 57,808 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $819,652 | 57,926 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||