Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$334,455
+$22,666 QoQ
Shares Held
4,499
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,275
of 1,824 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 6%
Shared 5%
None 89%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,451,539 across 7 Oil & Gas Midstream names. WMB ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
12,496 | $677,408 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
18,399 | $588,216 | |
| 3 | INSW |
International Seaways, Inc.
|
6,672 | $511,008 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
4,499 | $334,455 | |
| 5 | OKE |
Oneok Inc /New/
|
2,738 | $238,041 | |
| 6 | DTM |
DT Midstream, Inc.
|
552 | $81,000 | |
| 7 | TRP |
Tc Energy Corp
|
323 | $21,411 |
All Filings in WMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,455 | 4,499 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $311,789 | 4,284 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $250,057 | 4,160 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $305,093 | 4,816 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $295,583 | 4,706 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $272,087 | 4,553 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $314,653 | 5,814 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $321,147 | 7,035 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $331,542 | 7,801 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $249,641 | 6,406 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $318,973 | 9,158 | Shares | Other | 2024-02-13 | |
| 2022-06-30 | $13,513 | 433 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $12,695 | 380 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $9,765 | 375 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $9,571 | 369 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $30,213 | 1,138 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||