Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,678,479
+$393,246 QoQ
Shares Held
318,516
-0.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#244
of 1,824 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $37,084,879 across 10 Oil & Gas Midstream names. WMB ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
318,516 | $23,678,479 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
343,269 | $12,618,568 | |
| 3 | ENB |
Enbridge Inc
|
5,011 | $271,646 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
5,879 | $187,951 | |
| 5 | MPLX |
Mplx LP
|
1,819 | $102,464 | |
| 6 | ET |
Energy Transfer LP
|
5,100 | $97,512 | |
| 7 | OKE |
Oneok Inc /New/
|
984 | $85,548 | |
| 8 | DTM |
DT Midstream, Inc.
|
150 | $22,011 |
All Filings in WMB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,678,479 | 318,516 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,285,233 | 319,940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,225,872 | 436,298 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,562,508 | 435,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,789,030 | 426,509 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,666,561 | 429,494 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,104,285 | 408,431 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,001,108 | 481,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,750,557 | 464,719 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $17,134,251 | 439,678 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $14,751,062 | 423,516 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $14,189,082 | 421,166 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $13,404,338 | 410,798 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $11,877,083 | 397,759 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,776,221 | 388,335 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $10,831,502 | 378,327 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $11,378,697 | 364,585 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,823,781 | 264,106 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,258,870 | 240,356 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $5,121,282 | 197,428 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,121,914 | 155,251 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,154,795 | 90,958 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $68,611 | 3,422 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $32,422 | 1,650 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||